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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-15
VA RA APPROVED 2022-08-08
  • TX RA
    APPROVED_RES
    Since 2022-12-15
  • VA RA
    APPROVED
    Since 2022-08-08

Branch Locations

3522 Boulevard Suite F, Colonial Heights, VA 23834-1304 • 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
James River Wealth Advisors Midlothian VA 03/2020 05/2022
Allen Financial Coaching Chesterfield VA 05/2019 12/2020
Uemployed Chesterfield VA 03/2019 05/2019
Exterior Source Powhatan VA 04/2011 03/2019
Edward Jones Colonial Heights VA 06/2022 Present
  • 03/2020 → 05/2022
    James River Wealth Advisors
    Midlothian, VA
  • 05/2019 → 12/2020
    Allen Financial Coaching
    Chesterfield, VA
  • 03/2019 → 05/2019
    Uemployed
    Chesterfield, VA
  • 04/2011 → 03/2019
    Exterior Source
    Powhatan, VA
  • 06/2022 → Present
    Colonial Heights, VA
Previous Registrations
Other Businesses

Rental Property Chesterfield, VA Start date: 2/1/2024 Owner Hours per week: 0 Hours during trading: 0 Collect rent, ensure property is upkept

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
S65 Uniform Investment Adviser Law Examination 2020-07-13
  • S66 Uniform Combined State Law Examination
    2022-08-27
  • S65 Uniform Investment Adviser Law Examination
    2020-07-13
Other Names
  • Fletcher Allen

View on SEC IAPD

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