Best Investors Account Sign in
Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-08-26
  • NE RA
    APPROVED
    Since 2019-08-26

Branch Locations

415 East Douglas, O Neill, NE 68763 • 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
Linsco/Private Ledger Corp O'NEill NE 03/2005 08/2019
Edward Jones St Louis MO 08/2019 Present
Pinnacle Wealth Management O'NEill NE 04/2005 08/2019
  • 03/2005 → 08/2019
    Linsco/Private Ledger Corp
    O'NEill, NE
  • 08/2019 → Present
    St Louis, MO
  • 04/2005 → 08/2019
    Pinnacle Wealth Management
    O'NEill, NE
Previous Registrations
  • 2005-04-05 → 2019-08-22
    O'NEill, NE
    O'NEill, NE
  • 2000-03-17 → 2005-04-11
    Sii Investments, Inc.
    O'NEill, NE
Other Businesses

Regan Ranch Type of business: Cattle operation O'Neill, NE Start date: 1/1/1994 Sole Proprietor Hours per week: 2 Hours during trading: 0 Owner with husband of cattle ranch.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-28
S63 Uniform Securities Agent State Law Examination 1992-08-12
  • S65 Uniform Investment Adviser Law Examination
    1999-10-28
  • S63 Uniform Securities Agent State Law Examination
    1992-08-12
Designations
Other Names
  • Julie B Regan
  • Julie Beth Langan
  • Julie Beth Regan
  • Julie Regan

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in O Neill, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor