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Riley Goethals

Edward Jones

Dallas, TX

Dallas, TX

CRD 7074582

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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 2019-05-06
  • TX RA
    APPROVED
    Since 2019-05-06

Branch Locations

Dallas, TX • United States

Walnut Glen Tower-Park Cities 8144 Walnut Hill Ln Suite 297, Dallas, TX 75231-4388 • 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 St Louis MO 03/2019 Present
Ordermygear Dallas TX 12/2017 02/2019
Blitzn Retail Technology Dallas TX 08/2017 11/2017
Unemployed/Studying Buenos Aires 06/2016 07/2017
  • 03/2019 → Present
    Edward Jones
    St Louis, MO
  • 12/2017 → 02/2019
    Ordermygear
    Dallas, TX
  • 08/2017 → 11/2017
    Blitzn Retail Technology
    Dallas, TX
  • 06/2016 → 07/2017
    Unemployed/Studying
    Buenos Aires
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03
Designations
  • Certified Financial Planner
Other Names
  • Riley Michael Goethals

View on SEC IAPD

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