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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-19 |
| NC | RA | APPROVED | 2006-10-03 |
Branch Locations
3304 Six Forks Rd Suite 104, Raleigh, NC 27609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Wendell | NC | 10/1993 | Present |
Fin planner LLC Type of business: Fishing/Charter Fishing Raleigh, NC Start date: 11/1/2013 owner Hours per week: 12 Hours during trading: 0 Desc: Owner a charter boat bus for fishing. Have a captain and mate that run the Bus. Martindale Farms Type of business: land ownership Raleigh, NC Start date: 6/16/2008 part owner Hours per week: 0 Hours during trading: 0 Desc: Part owner. I have no day to day work or responsibilities well help decide when to sell or develop. because owned in a partnership i will get k-1 every yr. (property bought as an investment to be sold in 10-20 yrs.) 2 rental boat docks owned by Mark Fortier Type of business: rental docks Atlantic Beach, NC Start date: 7/1/2025 owner Hours per week: 0 Hours during trading: 0 I own 2 boat docks 1 i have a personal boat in the other i rent currently for $750 a month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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