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Pearl Diane Galbraith

Edward Jones

Kalispell, MT

CRD 6556029

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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
MT RA APPROVED 2016-01-19
  • MT RA
    APPROVED
    Since 2016-01-19

Branch Locations

24 1St Ave East Suite A, Kalispell, MT 59901-4552 • 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 St Louis MO 09/2015 Present
Other Businesses

Lemon Crushers Type of business: Publishing/Speaking/Social Med Whitefish, MT Start date: 1/21/2019 Author and Founder Hours per week: 0 Hours during trading: 0 Author, blogger, speaker, podcaster on topics that help women overcome adversity. Self help focused. It specifically does not cover financial topics, FA role, nor refer to Edward Jones.. Meadow Lake Rental Type of business: rental Columbia Falls, MT Start date: 1/1/2020 owner Hours per week: 0 Hours during trading: 0 periodic management of short term rental Inspired-Women, Inc. Kalispell, MT Start date: 2/21/2017 Board Member Provide guidance to nonprofit organization Villa Mirage Rental Type of business: vacation rental Scottsdale, AZ Start date: 1/1/2021 owner Hours per week: 0 Hours during trading: 0 periodic management of short term rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-21
  • S66 Uniform Combined State Law Examination
    2015-11-21
Designations
  • Chartered Financial Consultant
Other Names
  • Pearl Diane Schellenberg

View on SEC IAPD

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