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Daniel Schuler

Edward Jones

Medford, OR

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-03-28
  • OR RA
    APPROVED
    Since 2024-03-28

Branch Locations

950 N Phoenix Rd C 102, Medford, OR 97504-0000 • 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
Wells Fargo Bank Na Burien WA 07/2014 11/2016
Wells Fargo Advisors Llc Burien WA 07/2014 11/2016
Wells Fargo Clearing Services, Llc Burien WA 11/2016 03/2024
Edward Jones St Louis MO 03/2024 Present
Previous Registrations
Other Businesses

Starbit Events Type of business: Event Planning Central Point, OR Start date: 11/30/2017 Owner Hours per week: 1 Hours during trading: 0 Help setup and tear down for events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-22
S63 Uniform Securities Agent State Law Examination 2010-07-13
  • S65 Uniform Investment Adviser Law Examination
    2015-01-22
  • S63 Uniform Securities Agent State Law Examination
    2010-07-13
Other Names
  • Daniel R Schuler
  • Daniel Ray Schuler

View on SEC IAPD

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