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Danielle Hines

Edward Jones

Davenport, IA

CRD 7194489

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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 2021-04-13
IA RA APPROVED 2020-01-21
  • TX RA
    APPROVED
    Since 2021-04-13
  • IA RA
    APPROVED
    Since 2020-01-21

Branch Locations

2720 W Locust St Ste 12B, Davenport, IA 52804 • 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
Vibrant Credit Union Moline IL 05/2015 11/2019
Lion Strong Davenport IA 04/2017 01/2019
  • 11/2019 → Present
    St Louis, MO
  • 05/2015 → 11/2019
    Vibrant Credit Union
    Moline, IL
  • 04/2017 → 01/2019
    Lion Strong
    Davenport, IA
Other Businesses

Morningstar Advisor Workstation Client Advisory Board Chicago, IL Start date: 10/18/2023 Board Member Hours per week: 0 Hours during trading: 0 Provide a customer point of view on product strategy and roadmap prioritization. Identify and discuss customer and industry best practices. Provide a perspective on the competitive landscape and trends for technology. Identify requirements to facilitate the development of future solutions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-20
  • S66 Uniform Combined State Law Examination
    2020-01-20
Designations
  • Certified Financial Planner
Other Names
  • Danielle Rae Blocker
  • Danielle Rae Hines

View on SEC IAPD

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