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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-16
SC RA APPROVED 2024-02-22
  • TX RA
    APPROVED_RES
    Since 2024-09-16
  • SC RA
    APPROVED
    Since 2024-02-22

Branch Locations

5401 Netherby Lane Suite 101, North Charleston, SC 29420 • 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
Strategic Wealth Advisory Group Llc (Swag) Columbia SC 12/2013 06/2022
Planmember Securities Corporation Carpinteria CA 01/2016 06/2022
Principal Life Insurance Company N Charleston SC 06/2022 12/2023
Visionary Financial Group, Llc Summerville SC 07/2022 Present
Edward Jones St Louis MO 01/2024 Present
  • 12/2013 → 06/2022
    Strategic Wealth Advisory Group Llc (Swag)
    Columbia, SC
  • 01/2016 → 06/2022
    Carpinteria, CA
  • 06/2022 → 12/2023
    Principal Life Insurance Company
    N Charleston, SC
  • 07/2022 → Present
    Visionary Financial Group, Llc
    Summerville, SC
  • 01/2024 → Present
    St Louis, MO
Previous Registrations
Other Businesses

Sam E Anderson Jr. LLC Type of business: Basketball Official (referee) North Charleston, SC Start date: 8/1/2018 Owner Hours per week: 10 Hours during trading: 0 Enforces the rules and maintain order in the game ensuring that the game runs smoothly. **** "Sam E Anderson Jr. LLC Type: Basketball Official (referee) Date: 08/01/18 Title: Owner Trad Hrs: 0 Tot Hrs: 8 Desc: Enforces the rules and maintain order in the game ensuring that the game runs smoothly. City-State: North Charleston SC"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-06
S63 Uniform Securities Agent State Law Examination 2012-11-01
  • S65 Uniform Investment Adviser Law Examination
    2022-04-06
  • S63 Uniform Securities Agent State Law Examination
    2012-11-01
Other Names
  • Gene Anderson
  • Sam Eugene Anderson
  • Sam Eugene Anderson
  • Sam Anderson

View on SEC IAPD

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