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Mary Petrone Jordan

Alpha Financial Management, Inc.

Savannah, GA

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Current Employers
Alpha Financial Management, Inc.

7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
GA RA APPROVED 2023-09-18
TX RA APPROVED_RES 2023-06-07
  • SC RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 2023-09-18
  • TX RA
    APPROVED_RES
    Since 2023-06-07

Branch Locations

7505 Waters Avenue Suite E-1, Savannah, GA 31406-3631 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 10/2015 Present
Previous Registrations
  • 2016-01-20 → 2023-06-01
    Tempe, AZ
    Northborough, MA
    St Louis, MO
    Bluffton, SC
    Savannah, GA
Other Businesses

Rental Property Savannah, GA Start date: 9/1/2020 Owner Hours per week: 0 Hours during trading: 0 Secure tenant and handle issues that may arise.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-23
  • S66 Uniform Combined State Law Examination
    2015-12-23
Designations
Other Names
  • Mary Theresa Petrone
  • Mary T Petrone

View on SEC IAPD

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