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Kelly Hartsoe Barnett

Edward Jones

Belmont, NC

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-23
  • NC RA
    APPROVED
    Since 2024-11-23

Branch Locations

27 Catawba Street Suite B, Belmont, NC 28012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Belmont NC 05/2022 11/2022
Bank Of America Merchant Services Charlotte NC 11/2014 07/2020
Bank Of America Charlotte NC 06/2020 05/2022
Edward Jones Belmont NC 11/2022 09/2024
Edward Jones St Louis MO 09/2024 Present
  • 05/2022 → 11/2022
    Belmont, NC
  • 11/2014 → 07/2020
    Bank Of America Merchant Services
    Charlotte, NC
  • 06/2020 → 05/2022
    Bank Of America
    Charlotte, NC
  • 11/2022 → 09/2024
    Belmont, NC
  • 09/2024 → Present
    St Louis, MO
Other Businesses

WDW Getaways Type: Travel Date: 11/14/22 Title: Disney Destination Specialist Trad Hrs: 0 Tot Hrs: 5 Desc: Working to help families book and plan Disney Vacation City-State: Charlotte NC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-29
S63 Uniform Securities Agent State Law Examination 2023-11-22
  • S66 Uniform Combined State Law Examination
    2024-06-29
  • S63 Uniform Securities Agent State Law Examination
    2023-11-22
Other Names
  • Kelly Dawn Hartsoe

View on SEC IAPD

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