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Daniel Kochsmeier

Edward Jones

Allentown, PA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-14
PA RA APPROVED 2019-06-21
  • TX RA
    APPROVED_RES
    Since 2024-02-14
  • PA RA
    APPROVED
    Since 2019-06-21

Branch Locations

1150 Glenlivet Dr Suite A13, Allentown, PA 18106 • 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
Morgan Stanley Columbus OH 07/2017 06/2018
Walters Excavating Bethlehem PA 06/2017 07/2017
Cedarville University Cedarville OH 08/2013 05/2017
Cedarville University Cedarville OH 08/2016 05/2017
Edward Jones Bethlehem PA 10/2018 Present
Unemployed Bethlehem PA 06/2018 10/2018
  • 07/2017 → 06/2018
    Morgan Stanley
    Columbus, OH
  • 06/2017 → 07/2017
    Walters Excavating
    Bethlehem, PA
  • 08/2013 → 05/2017
    Cedarville University
    Cedarville, OH
  • 08/2016 → 05/2017
    Cedarville University
    Cedarville, OH
  • 10/2018 → Present
    Edward Jones
    Bethlehem, PA
  • 06/2018 → 10/2018
    Unemployed
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
S63 Uniform Securities Agent State Law Examination 2018-05-03
  • S66 Uniform Combined State Law Examination
    2018-12-17
  • S63 Uniform Securities Agent State Law Examination
    2018-05-03
Designations
Other Names
  • Daniel James Kochsmeier

View on SEC IAPD

Other Firms

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SECTOR ANALYSTS LLC
LOMBARD ADVISERS INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
ERICKSON FINANCIAL GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Jessica Ann Paretta
Chris Talpas
JOHN DAVID TUMOLO
PATRICK JAMES HUTCHINSON
DAVID FREDERICK GUENSCH
REKHA MUKESH TRIVEDI
ALIASGHER NURALI SOMJI
Timothy O'Connors

Other Offices

LPL FINANCIAL LLC · ALLENTOWN, PA
SECTOR ANALYSTS LLC · ALLENTOWN, PA
LOMBARD ADVISERS INCORPORATED · Allentown, PA
WELLS FARGO CLEARING SERVICES, LLC · TREXLERTOWN, PA
J.P. MORGAN SECURITIES LLC · Trexlertown, PA
ERICKSON FINANCIAL GROUP, LLC · ALLENTOWN, PA
CETERA INVESTMENT ADVISERS LLC · ALLENTOWN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WESCOSVILLE, PA

More in Allentown, PA

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