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Samuel Koenig Roloff

Edward Jones

Whitefish, MT

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2020-01-08
  • MT RA
    APPROVED
    Since 2020-01-08

Branch Locations

401 Baker Ave Ste C, Whitefish, MT 59937-2499 • 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
Unemployed Whitefish MT 10/2018 10/2019
Wealthvest Marketing Bozeman MT 06/2016 09/2018
  • 11/2019 → Present
    St Louis, MO
  • 10/2018 → 10/2019
    Unemployed
    Whitefish, MT
  • 06/2016 → 09/2018
    Wealthvest Marketing
    Bozeman, MT
Other Businesses

Koenig Holdings LLC Type of business: Partnership Waconia, MN Start date: 3/1/2021 Limited Partner Hours per week: 0 Hours during trading: 0 Desc: I have zero responsibilities. Partnership formed after grand parents passed away, LLC formed by their children. All grandchildren receive a one time payment annually. Uncle manages the LLC. City-State: Waconia MN Bob Marshall Wilderness Foundation Hungry Horse, MT Start date: 5/5/2021 Finance Committee Member Hours per week: 0 Hours during trading: 0 Working with the finance committee members

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-07
  • S66 Uniform Combined State Law Examination
    2020-01-07

View on SEC IAPD

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