Katie Ann Helmstadter

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2016-10-03

WI RA
APPROVED

Since 2016-10-03

Branch Locations

Merrill, WI • United States

109B S Center Ave, Merrill, WI 54452-1237 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2016	Present
Pagels Destination	Athens	WI	09/2015	Present

05/2016 → Present

Edward Jones

St Louis, MO
09/2015 → Present

Pagels Destination

Athens, WI

Other Businesses

Pagles Destination Type of business: Restaurant Athens, WI Start date: 9/1/2015 Bartender Hours per week: 0 Hours during trading: 0 Bartending, Waitressing and cleaning Land Rental Merrill, WI Start date: 1/1/2021 Owner Hours per week: 1 Hours during trading: 0 Bookkeeping and filing taxes

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-07-26

S66 Uniform Combined State Law Examination

2016-07-26

Designations

View on SEC IAPD