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Traci Lois Bridgman

Edward Jones

Allen, TX

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-07
  • TX RA
    APPROVED
    Since 2024-06-07

Branch Locations

935 W Exchange Pkwy Building B Suite 170, Allen, TX 75013-7075 • 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
Edward Jones Colleyville TX 06/2018 Present
Sign-O-Rama Plano TX 09/2017 06/2018
Wellbridge Healthcare Plano TX 04/2017 09/2017
Unemployed Plano TX 02/2017 04/2017
Farmer's Insurance Dallas TX 04/2016 11/2016
Aerotek/Bank Of America North North Charleston NC 11/2016 02/2017
  • 06/2018 → Present
    Edward Jones
    Colleyville, TX
  • 09/2017 → 06/2018
    Sign-O-Rama
    Plano, TX
  • 04/2017 → 09/2017
    Wellbridge Healthcare
    Plano, TX
  • 02/2017 → 04/2017
    Unemployed
    Plano, TX
  • 04/2016 → 11/2016
    Farmer's Insurance
    Dallas, TX
  • 11/2016 → 02/2017
    Aerotek/Bank Of America North
    North Charleston, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-05
  • S66 Uniform Combined State Law Examination
    2024-06-05
Other Names
  • Traci Heald
  • Traci Bridgman

View on SEC IAPD

Other Firms

CLEAR AND SIMPLE FINANCIAL GROUP LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
ADVISOR RESOURCE COUNCIL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CHOICE FINANCIAL PLANNING LLC

Other Investors

BILLY WORTH BRIGGS
Stephen H. Jones
JUDD WRIGHT KEARBY
David Neftali Acosta
Chapman Buck King
Willard Andrew Nopper
ANDERSON BATEN BROOKS
Conor C Shepard

Other Offices

CLEAR AND SIMPLE FINANCIAL GROUP LLC · Allen, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
WELLS FARGO CLEARING SERVICES, LLC · ALLEN, TX
J.P. MORGAN SECURITIES LLC · ALLEN, TX
CETERA INVESTMENT ADVISERS LLC · Plano, TX
EDWARD JONES · LUCAS, TX
OSAIC WEALTH, INC. · ALLEN, TX
ADVISOR RESOURCE COUNCIL · Allen, TX

More in Allen, TX

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