Best Investors Account Sign in
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-07
NC RA APPROVED 2026-07-07
  • MO RA
    APPROVED
    Since 2026-07-07
  • NC RA
    APPROVED
    Since 2026-07-07

Branch Locations

Chapel Hill, NC • United States

12555 Manchester Road, St. Louis, MO 63131 • 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 02/2026 Present
Cary Estate Planning Cary NC 10/2021 05/2023
Planwell Legal Cary NC 10/2021 05/2023
Mercer Advisors Denver CO 06/2023 01/2026
Advanced Services Law Group Santa Barbara CA 06/2023 01/2026
Student Raleigh NC 08/2017 05/2020
Unemployed Chapel Hill NC 08/2013 08/2017
Unemployed Chapel Hill NC 05/2020 10/2021
  • 02/2026 → Present
    St. Louis, MO
  • 10/2021 → 05/2023
    Cary Estate Planning
    Cary, NC
  • 10/2021 → 05/2023
    Planwell Legal
    Cary, NC
  • 06/2023 → 01/2026
    Mercer Advisors
    Denver, CO
  • 06/2023 → 01/2026
    Advanced Services Law Group
    Santa Barbara, CA
  • 08/2017 → 05/2020
    Student
    Raleigh, NC
  • 08/2013 → 08/2017
    Unemployed
    Chapel Hill, NC
  • 05/2020 → 10/2021
    Unemployed
    Chapel Hill, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02

View on SEC IAPD

More in Chapel Hill, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor