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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2020-01-17 |
| TX | RA | APPROVED | 2020-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Augusta | KS | 01/2004 | 05/2019 |
| Nvision Wealth Group, Llc (Formerly: Shadowstone Partners) | Augusta | KS | 07/2014 | 12/2017 |
| Iht Wealth Management Llc | Augusta | KS | 10/2017 | 05/2019 |
| Fbl Financial Group | Augusta | KS | 05/2019 | 01/2020 |
| Fbl Marketing Services Llc | West Des Moines | IA | 05/2019 | 01/2020 |
| Edward Jones | St. Louis | MO | 01/2020 | Present |
"Self Type: Rental Property/Commercial Date: 10/01/21 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: I own the building and Edward Jones leases the space for my branch City-State: El Dorado KS" ** "Salt water disposal well Type: Salt water disposal Date: 01/01/14 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Disposal well is on my property. I have no working interest in the well. City-State: El Dorado KS" **
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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