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David Scott Purmal

Edward Jones

Merrill, WI

CRD 2608604

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
WI RA APPROVED 2003-05-22
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • WI RA
    APPROVED
    Since 2003-05-22

Branch Locations

100 S Mill St Suite 101, Merrill, WI 54452 • 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 05/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-03
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S65 Uniform Investment Adviser Law Examination
    1999-06-03
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Other Names
  • David Harvey Scott Purmal

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC. · MERRILL, WI
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