Kartik Trivedi

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-08-29
MA	RA	APPROVED	2025-07-30

TX RA
APPROVED_RES

Since 2025-08-29
MA RA
APPROVED

Since 2025-07-30

Branch Locations

88 Masonic Home Rd Admin Building 1 Suite 102, Charlton, MA 01507 • United States

Disclosures

2 disclosure categories 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
New York Life Insurance	Waltham	MA	03/2016	11/2022
Unemployed	Grafton	MA	10/2022	02/2023
Amazon	Columbus	OH	01/2017	10/2018
Edward Jones	St. Louis	MO	12/2024	Present
Bank Of America	Cambridge	MA	02/2023	12/2024

03/2016 → 11/2022

New York Life Insurance

Waltham, MA
10/2022 → 02/2023

Unemployed

Grafton, MA
01/2017 → 10/2018

Amazon

Columbus, OH
12/2024 → Present

Edward Jones

St. Louis, MO
02/2023 → 12/2024

Bank Of America

Cambridge, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-01

S66 Uniform Combined State Law Examination

2025-05-01

Other Names

Kartik Mahesh Trivedi
Kartik Trivedi

View on SEC IAPD

Current Employers

Edward Jones

Disclosures

Employment History

Exams

Other Names

Other Firms

Other Investors

Other Offices

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