Dale Vannoy

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-08

TX RA
APPROVED

Since 2024-07-08

Branch Locations

Leander, TX • United States

11900 W Parmer Ln Ste 125, Cedar Park, TX 78613 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	03/2024	Present
Farmers Financial Solutions/Insurance Group	Austin	TX	02/2011	11/2023
Unemployed	Leander	TX	11/2023	03/2024

03/2024 → Present

Edward Jones

St Louis, MO
02/2011 → 11/2023

Farmers Financial Solutions/Insurance Group

Austin, TX
11/2023 → 03/2024

Unemployed

Leander, TX

Other Businesses

Rental Property Type of business: Rental Home Stephenville, TX Start date: 12/16/2019 Owner Hours per week: 0 Hours during trading: 0 Maintain Property **** "We own (1) rental house Type: Rental Home Date: 12/16/19 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Our son lives in the home. Very little. City-State: Stephenville TX"

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-28
S63	Uniform Securities Agent State Law Examination	2007-07-27

S66 Uniform Combined State Law Examination

2024-06-28
S63 Uniform Securities Agent State Law Examination

2007-07-27

Other Names

Dale Edward Vannoy

View on SEC IAPD