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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-05
NC RA APPROVED 2023-09-29
  • TX RA
    APPROVED_RES
    Since 2024-01-05
  • NC RA
    APPROVED
    Since 2023-09-29

Branch Locations

809 Green Valley Road Ste 102, Greensboro, NC 27408 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodmen Of The World Life Insurance Society Omaha NE 06/2010 05/2018
The Prudential Insurance Company Of America Greensboro NC 06/2018 12/2020
Allstate Insurance Co Winston Salem NC 12/2020 08/2023
Triad Wine & Gifts Inc Kernersville NC 09/2005 08/2023
Guilford County Board Of Elections Greensboro NC 03/2016 08/2023
Business Network International Charlotte NC 03/2017 08/2023
Edward Jones St Loujis MO 08/2023 Present
Colonial Life Winston-Salem NC 09/2019 08/2023
Columbus Life Winston-Salem NC 10/2008 08/2023
Trilogy Investment Group Inc Kernersville NC 09/2008 08/2023
  • 06/2010 → 05/2018
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 06/2018 → 12/2020
    The Prudential Insurance Company Of America
    Greensboro, NC
  • 12/2020 → 08/2023
    Allstate Insurance Co
    Winston Salem, NC
  • 09/2005 → 08/2023
    Triad Wine & Gifts Inc
    Kernersville, NC
  • 03/2016 → 08/2023
    Guilford County Board Of Elections
    Greensboro, NC
  • 03/2017 → 08/2023
    Business Network International
    Charlotte, NC
  • 08/2023 → Present
    St Loujis, MO
  • 09/2019 → 08/2023
    Colonial Life
    Winston-Salem, NC
  • 10/2008 → 08/2023
    Columbus Life
    Winston-Salem, NC
  • 09/2008 → 08/2023
    Trilogy Investment Group Inc
    Kernersville, NC
Previous Registrations
Other Businesses

Trilogy Investment Group Type of business: Sales of Health Insurance Location: Kernersville, NC Position: Owner Start date: 09/01/2008 Hours per week: 0 Hours during trading: 0 Responsibilities: This is an S-Corporation formed when I was an independent agent for tax purposes. It only receives residual income from past sales. I have no active participation at this time. **** Triad Wine & Gifts Type of business: retail Location: Kernersville, NC Start date: 9/1/2005 Position: Owner hours per week: 0 hours during trading: 0 Responsibilities: This business was set up for retail sales on food, gifts and household item on-line. My wife, Paula, handles all of the day-to-day operations of the business. I only handle the bookkeeping, I do not have any daily involvement in the business. **** Guilford County Board of Elections Type of business: Government and Civic Greensboro, NC Start date: 3/1/2016 Election Day Worker Hours per week: 0 Hours during trading: 0 I work for the Board of Elections during election days helping people at the polls. **** "Business Networking International Type: Referral Marketing & Training Date: 03/01/17 Title: Chapter Success Coach Trad Hrs: 0 Tot Hrs: 3 Desc: My duties include helping existing networking groups in the area with their administration and training. There are no financial aspects of this business. My role is not industry related. City-State: Charlotte NC" **** "Triad Wine & Gifts Type: Sales of retail items Date: 09/01/05 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: This business was set up for retail sales on food, gifts and household item on-line. My wife, Paula, handles all of the day-to-day operations of the business. I only handle the bookkeeping, I do not have any daily involvement in the business. City-State: Kernersville NC" Aetna Hartford, CT Start date: 9/1/2018 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Ameritas Lincoln, NE Start date: 9/1/2018 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Colonial Life Columbia, SC Start date: 9/1/2019 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Columbus Life Cincinnato, OH Start date: 10/1/2008 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 2010-11-29
  • S66 Uniform Combined State Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    2010-11-29
Other Names
  • Frank Anthony Bruno
  • Frank Anmthony Bruno

View on SEC IAPD

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