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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-11
IA RA APPROVED 2023-08-28
  • TX RA
    APPROVED_RES
    Since 2026-03-11
  • IA RA
    APPROVED
    Since 2023-08-28

Branch Locations

207 East Washington, Mt Pleasant, IA 52641-1908 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2023 Present
Frank Millard Company Burlington IA 03/2021 06/2023
Edward Jones Mt Pleasant IA 10/2020 02/2021
Unemployed Fort Madison IA 01/2020 09/2020
Seither & Cherry Fort Madison IA 02/2014 12/2019
  • 06/2023 → Present
    St Louis, MO
  • 03/2021 → 06/2023
    Frank Millard Company
    Burlington, IA
  • 10/2020 → 02/2021
    Mt Pleasant, IA
  • 01/2020 → 09/2020
    Unemployed
    Fort Madison, IA
  • 02/2014 → 12/2019
    Seither & Cherry
    Fort Madison, IA
Other Businesses

Hilltop Truck Type: Truck Dealership Date: 11/30/23 Title: Agent Trad Hrs: 0 Tot Hrs: 0 Income: 0 Desc: I will meet with customers to makes sales and do title paperwork if the owner is unable to after hours. I may also help list vehicles for sale on the internet from time to time. I am long time friends with the owners. I am not paid for my help."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-22
  • S66 Uniform Combined State Law Examination
    2023-08-22
Other Names
  • Trevor Lee Coffey

View on SEC IAPD

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