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David Michael Plumberg

Edward Jones

Mansfield, TX

CRD 6102749

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-22
  • TX RA
    APPROVED
    Since 2023-11-22

Branch Locations

751 E Debbie Lane Suite 101, Mansfield, TX 76063-2935 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield TX 10/2014 11/2023
Edward Jones St Louis MO 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
  • S66 Uniform Combined State Law Examination
    2012-10-12
Other Names
  • David Michael Plumberg
  • David Michael Plumberg
  • David Michael Plumberg
  • David M Plumberg
  • David Plumberg

View on SEC IAPD

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