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Daniel M Roberts

Edward Jones

New Bern, NC

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-17
NC RA APPROVED 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-17
  • NC RA
    APPROVED
    Since 2025-01-07

Branch Locations

301 South Front Street Bldg 1 Ste A, New Bern, NC 28560 • 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 11/2024 08/2026
The Epiphany School Of Global Studies Trent Woods NC 11/2014 05/2018
Down East Guide Service Morehead NC 05/2018 05/2022
Dunes Club Atlantic Beach NC 05/2022 08/2022
Flatlands Jessup Insurance Group Washington NC 05/2023 10/2023
Four Seasons Guide Service Oriental NC 08/2019 10/2024
Edward Jones St. Louis MO 08/2026 Present
  • 11/2024 → 08/2026
    Edward Jones
    St Louis, MO
  • 11/2014 → 05/2018
    The Epiphany School Of Global Studies
    Trent Woods, NC
  • 05/2018 → 05/2022
    Down East Guide Service
    Morehead, NC
  • 05/2022 → 08/2022
    Dunes Club
    Atlantic Beach, NC
  • 05/2023 → 10/2023
    Flatlands Jessup Insurance Group
    Washington, NC
  • 08/2019 → 10/2024
    Four Seasons Guide Service
    Oriental, NC
  • 08/2026 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-07
  • S66 Uniform Combined State Law Examination
    2025-01-07
Other Names
  • Merritt Roberts
  • Daniel M Roberts

View on SEC IAPD

Other Firms

BLUESKY WEALTH ADVISORS, LLC
LPL ENTERPRISE, LLC
FIRST CITIZENS INVESTOR SERVICES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
COOPER MCMANUS
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Other Investors

DAVID LAURENCE BLAIN
MOLLY SUTZ
Christie Lynn Bonacci
AYASHA JONES
JOHN A. STATON
MADELINE VALENTE
TARA LORRAINE HUGHES
CAROLINE JONES

Other Offices

BLUESKY WEALTH ADVISORS, LLC · NEW BERN, NC
EDWARD JONES · New Bern, NC
LPL ENTERPRISE, LLC · NEW BERN, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · New Bern, NC
BANKERS LIFE ADVISORY SERVICES, INC. · New Bern, NC
COOPER MCMANUS · NEW BERN, NC
PRINCIPAL SECURITIES, INC. · NEW BERN, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · New Bern, NC

More in New Bern, NC

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