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William Richard Senn

Edward Jones

Charleston, SC

CRD 7008935

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-15
SC RA APPROVED 2019-05-09
  • TX RA
    APPROVED_RES
    Since 2021-06-15
  • SC RA
    APPROVED
    Since 2019-05-09

Branch Locations

1180 Sam Rittenberg Blvd Suite 160, Charleston, SC 29407 • 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 Saint Louis MO 02/2019 Present
Hibernian Society Charleston SC 09/2018 01/2019
The Charleston Riverdogs Charleston SC 01/2015 09/2018
  • 02/2019 → Present
    Edward Jones
    Saint Louis, MO
  • 09/2018 → 01/2019
    Hibernian Society
    Charleston, SC
  • 01/2015 → 09/2018
    The Charleston Riverdogs
    Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-08
  • S66 Uniform Combined State Law Examination
    2019-05-08

View on SEC IAPD

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