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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-15
TX RA APPROVED 2020-04-07
VA RA APPROVED 2020-02-06
  • AZ RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED
    Since 2020-04-07
  • VA RA
    APPROVED
    Since 2020-02-06

Branch Locations

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

Mount Jackson, VA • 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
Yancey Bowman & Helsley Cpas Llc Woodstock VA 01/2013 12/2016
Amy B Helsley Cpa Llc Woodstock VA 01/2017 11/2019
Edward Jones St Louis MO 12/2019 05/2024
The Winery At Kindred Pointe Mount Jackson VA 10/2013 07/2019
Edward Jones St Louis MO 05/2024 Present
  • 01/2013 → 12/2016
    Yancey Bowman & Helsley Cpas Llc
    Woodstock, VA
  • 01/2017 → 11/2019
    Amy B Helsley Cpa Llc
    Woodstock, VA
  • 12/2019 → 05/2024
    St Louis, MO
  • 10/2013 → 07/2019
    The Winery At Kindred Pointe
    Mount Jackson, VA
  • 05/2024 → Present
    St Louis, MO
Other Businesses

THE WINERY AT KINDRED POINTE Type of business: WINERY MOUNT JACKSON, VA Start date: 9/30/2013 OWNER Hours per week: 5 Hours during trading: 0 BOOKKEEPING. PAYROLL. OVERSIGHT. SMHC MANAGEMENT GROUP Type of business: COMMERCIAL RENTAL WOODSTOCK, VA Start date: 9/15/2008 LLC MEMBER Hours per week: 1 Hours during trading: 0 OVERSIGHT. BOOKKEEPING. SMHC MANAGEMENT GROUP Type of business: COMMERCIAL RENTAL WOODSTOCK, VA Start date: 9/15/2008 LLC MEMBER Hours per week: 1 Hours during trading: 0 OVERSIGHT. BOOKKEEPING. RENTAL PROPERTY Type of business: RESIDENTIAL RENTAL NEW MARKET, VA Start date: 9/30/2005 OWNER Hours per week: 0 Hours during trading: 0 OVERSIGHT. RENTAL PROPERTY Type of business: RESIDENTIAL RENTAL NEW MARKET, VA Start date: 9/30/2005 OWNER Hours per week: 0 Hours during trading: 0 OVERSIGHT. MARY KAY Type: DIRECT SALES Date: 09/19/23 Title: BEAUTY CONSULTANT Trad Hrs: 0 Tot Hrs: 0 Income: 0 Desc: THIS IS A PERSONAL USE BUSINESS. BECOMING A CONSULTANT TO BUY PRODUCTS FOR MYSELF."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-04
  • S66 Uniform Combined State Law Examination
    2020-02-04
Designations
Other Names
  • Amy Beth Newland

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