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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-07-05
  • NC RA
    APPROVED
    Since 2022-07-05

Branch Locations

1928 Weddington Road Ste B, Weddington, NC 28104 • 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
Institutional Pharmacy Solutions Montgomery AL 08/2016 08/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2021 02/2022
Northwestern Mutual Investment Services Llc Huntersville NC 11/2021 02/2022
Edward Jones St. Louis MO 04/2022 Present
  • 08/2016 → 08/2021
    Institutional Pharmacy Solutions
    Montgomery, AL
  • 08/2021 → 02/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2021 → 02/2022
    Northwestern Mutual Investment Services Llc
    Huntersville, NC
  • 04/2022 → Present
    St. Louis, MO
Other Businesses

Union County (NC) Library Board of Trustees Type: Date: 08/27/19 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Monthly review of Library policies and processes. City-State: Monroe NC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Julie Renee Gordon
  • Julie Renee Gordon
  • Julie Gordon Thomas

View on SEC IAPD

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