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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-05 |
| MO | RA | APPROVED | 2019-05-28 |
Branch Locations
10115 Manchester Rd Suite 201, St Louis, MO 63122-1557 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St. Louis | MO | 12/1995 | Present |
| Edward Jones | St. Louis | MO | 09/2003 | Present |
John Burroughs School Type: Date: 09/01/17 Title: Member of Finance Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Responsible for oversight of JBS financials and responsible for oversight of JBS faculty Retirement Plan. City-State: St. Louis MO * ACLU Type: Date: 04/01/23 Title: Finance Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Serve on the finance committee and assist with overview of their investments. City-State: St. Louis MO * "Community School Type: Date: 09/01/13 Title: Investment Committee Member Trad Hrs: 0 Tot Hrs: 0 Desc: I am on the Investment committee. Responsible for oversight of the asset management of the Endowment fund. City-State: St. Louis MO" * "Saint Louis Female Investor Group Type: Date: 05/24/18 Title: Executive Member Trad Hrs: 0 Tot Hrs: 0 Desc: Accredited female investor group that meets monthly to discuss women entrepreneurs. City-State: St Louis MO" * "Midas Investment Club Type: Date: 05/01/10 Title: Teacher/Mentor Trad Hrs: 0 Tot Hrs: 0 Desc: Volunteer to teach investments to students. City-State: Wildwood MO" * Exponential Inc. Type of business: Entertainment & Games Chesterfield, MO Start date: 3/1/2005 Owner Hours per week: 0 Hours during trading: 0 Desc: Creator/Author of games, business strategy and planning. City-State: Chesterfield MO" * Residential Property Type of business: Rental Income Poynton, CH Start date: 12/1/1995 Owner Hours per week: 0 Hours during trading: 0 Income and expenses related to the property and operational duties farmed out to third party.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-28 |
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