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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-21
  • CA RA
    APPROVED
    Since 2025-11-21

Branch Locations

5761 Mountain Hawk Drive Suite 101, Santa Rosa, CA 95409 • 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 Santa Rosa CA 12/2019 Present
Montgomery Taylor Wealth Management Santa Rosa CA 09/2013 10/2019
  • 12/2019 → Present
    Santa Rosa, CA
  • 09/2013 → 10/2019
    Montgomery Taylor Wealth Management
    Santa Rosa, CA
Other Businesses

"AFM Type of business: Non-Profit Pleasant Hill, CA Start date: 9/10/2021 Timing and Score Keeping Hours per week: 2 Hours during trading: 0 Logging lap time for racers and inputting into score keeping software." * "Victor Treatment Center Type: Education/Medical Date: 11/13/21 Title: Overnight Residential Counselor Trad Hrs: 0 Tot Hrs: 32 Desc: Supervise residential youth during overnight hours City-State: Santa Rosa CA"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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