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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED_RES | 2014-08-21 |
| IN | RA | APPROVED | 2007-09-04 |
Branch Locations
Bloomington, IN • United States
3939 S Walnut Street Suite 2, Bloomington, IN 47401 • United States
Punta Gorda, FL • 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. | Bainbridge Island | WA | 07/1995 | Present |
ROTARY SECRETARY * Maddie LLC - leased office space Type of business: Office building Bloomington, IN Start date: 1/1/2007 Owner Hours per week: 0 Hours during trading: 0 Owner-occupied * Office Type of business: Rental office space Bloomington, IN Start date: 12/21/2016 Owner Hours per week: 1 Hours during trading: 0 No responsibilities * Type of business: Commercial Rental Property Bloomington, IN Start date: 11/1/2019 partner Hours per week: 1 Hours during trading: 0 Managing partner but we have an outside property managing firm * Florida Condo Type of business: 2nd home Punta Gorda, FL Start date: 4/1/2021 owner Hours per week: 0 Hours during trading: 0 2nd Home/office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-28 |
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