Kristie Elizabeth Robert Marshall

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-03-14
FL	RA	APPROVED	2018-10-23

TX RA
APPROVED

Since 2019-03-14
FL RA
APPROVED

Since 2018-10-23

Branch Locations

3345 Bobcat Village Center Rd, North Port, FL 34288-8975 • 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	08/2018	Present
Seacoast Bank	Stuart	FL	01/2015	06/2018

08/2018 → Present

Edward Jones

St Louis, MO
01/2015 → 06/2018

Seacoast Bank

Stuart, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-19

S66 Uniform Combined State Law Examination

2018-10-19

Other Names

Kristie Elizabeth Wells
Kristie Wells

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PFS INVESTMENTS INC.

IDEAL RETIREMENT SOLUTIONS

AMERIPRISE FINANCIAL SERVICES, LLC

SYNOVUS SECURITIES, INC.

IFG ADVISORY, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

Jeimy L Rodriguez

DANIEL Richard KOWALCZYK

Robert Patrick Nelson

DAWNE DENISE POLSINELLI

CHRISTOPHER CHURCH

Kristin Cardona

Other Offices

J.P. MORGAN SECURITIES LLC · NORTH PORT, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NORTH PORT, FL

EDWARD JONES · NORTH PORT, FL

PFS INVESTMENTS INC. · PORT CHARLOTTE, FL

PFS INVESTMENTS INC. · PORT CHARLOTTE, FL

EDWARD JONES · NORTH PORT, FL

IDEAL RETIREMENT SOLUTIONS · PORT CHARLOTTE, FL

AMERIPRISE FINANCIAL SERVICES, LLC · Port Charlotte, FL

More in North Port, FL

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