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Kelly B Sherman

Edward Jones

Spotsylvania, VA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-11
VA RA APPROVED 2020-01-09
  • TX RA
    APPROVED
    Since 2020-12-11
  • VA RA
    APPROVED
    Since 2020-01-09

Branch Locations

9110 Old Battlefield Blvd Suite 100, Spotsylvania, VA 22553 • 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 11/2019 Present
Waterstone Mortgage Fredericksburg VA 01/2018 10/2019
Vr Sam Real Estate Spotsylvania VA 04/2013 08/2017
Unemployed Spotsylvania VA 09/2017 01/2018
  • 11/2019 → Present
    Edward Jones
    St Louis, MO
  • 01/2018 → 10/2019
    Waterstone Mortgage
    Fredericksburg, VA
  • 04/2013 → 08/2017
    Vr Sam Real Estate
    Spotsylvania, VA
  • 09/2017 → 01/2018
    Unemployed
    Spotsylvania, VA
Other Businesses

"Bank of Hawaii Type: Date: 04/04/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Honolulu HI"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-08
  • S66 Uniform Combined State Law Examination
    2020-01-08
Designations
Other Names
  • Kelly Moragne Bartmess
  • Kelly Bartmess Sherman

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
UNITED BROKERAGE SERVICES, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC

Other Investors

Teresa Ann Vomund
Christopher Carl Vomund
JOEL DONALD MARKS
CARLOS DELGADO-MEJIA
james ebron
ARMELDO HERNANDEZ
JONATHAN RUSSELL HECK
NICHOLAS DANIEL FOSTER

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fredericksburg, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Fredricksbrg, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Fredericksburg, VA
UNITED BROKERAGE SERVICES, INC · Fredericksburg, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FREDERICKSBURG, VA
WELLS FARGO CLEARING SERVICES, LLC · FREDERICKSBURG, VA
EDWARD JONES · FREDERICKSBURG, VA
WELLS FARGO CLEARING SERVICES, LLC · FREDERICKSBURG, VA

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