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Lidia E Laurie

Edward Jones

Cambridge, OH

CRD 7057981

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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
OH RA APPROVED 2022-08-08
  • OH RA
    APPROVED
    Since 2022-08-08

Branch Locations

61322 Southgate Pkwy Ste 5, Cambridge, OH 43725 • 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
The Huntington National Bank Zanesville OH 04/2016 02/2022
The Huntington Investment Company Columbus OH 12/2018 02/2022
The Huntington Investment Company Columbus OH 02/2022 08/2022
Edward Jones St. Louis MO 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-30
S63 Uniform Securities Agent State Law Examination 2019-05-22
  • S65 Uniform Investment Adviser Law Examination
    2020-11-30
  • S63 Uniform Securities Agent State Law Examination
    2019-05-22
Other Names
  • Lidia Messinger
  • Lidia Elizabeth Messinger
  • Lidia Elizabeth Laurie

View on SEC IAPD

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