Kelly Anne Tate

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-11-12
TX	RA	APPROVED_RES	2020-01-02
KS	RA	APPROVED	2019-12-03
MO	RA	APPROVED	2009-02-19

CO RA
APPROVED

Since 2025-11-12
TX RA
APPROVED_RES

Since 2020-01-02
KS RA
APPROVED

Since 2019-12-03
MO RA
APPROVED

Since 2009-02-19

Branch Locations

Alma, CO • United States

7400 College Blvd Suite 360, Overland Park, KS 66210 • 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

Organization	City	State	From	To
Edward Jones	St. Louis	MO	08/2008	12/2019
Edward Jones	St.LOuis	MO	12/2019	Present

08/2008 → 12/2019

Edward Jones

St. Louis, MO
12/2019 → Present

Edward Jones

St.LOuis, MO

Other Businesses

Short Term Rental of our vacation home Type of business: Short Term Rental of 2nd home Alma, CO Start date: 1/1/2026 Owner Hours per week: 5 Hours during trading: 0 We are planning to rent our 2nd home beginning next year as a short term rental.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-02-17

S66 Uniform Combined State Law Examination

2009-02-17

Designations

Other Names

Kelly Anne Mclean

View on SEC IAPD