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Alice Larisa Wilms

Edward Jones

Danville, CA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-27
CA RA APPROVED 2026-07-24
  • TX RA
    APPROVED_RES
    Since 2026-07-27
  • CA RA
    APPROVED
    Since 2026-07-24

Branch Locations

3860 Black Hawk Road Suite 170, Danville, CA 94506 • 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
Self-Employed/Consulting Bay Area CA 05/2013 10/2018
Self-Employed/Morgan Stanley New York NY 10/2018 11/2021
Unemployed Hayward CA 04/2021 11/2021
Self-Employed/Thrivent Financial Appleton WI 12/2021 06/2023
Edward Jones St. Louis MO 07/2026 Present
New York Life San Ramon CA 07/2023 07/2026
  • 05/2013 → 10/2018
    Self-Employed/Consulting
    Bay Area, CA
  • 10/2018 → 11/2021
    Self-Employed/Morgan Stanley
    New York, NY
  • 04/2021 → 11/2021
    Unemployed
    Hayward, CA
  • 12/2021 → 06/2023
    Self-Employed/Thrivent Financial
    Appleton, WI
  • 07/2026 → Present
    Edward Jones
    St. Louis, MO
  • 07/2023 → 07/2026
    New York Life
    San Ramon, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-13
  • S66 Uniform Combined State Law Examination
    2019-05-13
Other Names
  • Larisa Wilms
  • Larissa Wilms Bailley
  • Alice Larisa Wilms
  • Alice Wilms

View on SEC IAPD

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