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Edgerly Perreault Roberts

Eagle Bluffs Wealth Management LLC

Columbia, MO

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Current Employers
Eagle Bluffs Wealth Management Llc

2201 Old 63 South, Columbia, MO 65201 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-03-29
  • MO RA
    APPROVED
    Since 2021-03-29

Branch Locations

2201 Old 63 South, Columbia, MO 65201 • 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
Landmark Bank Columbia MO 08/2015 02/2020
Simmons Bank Columbia MO 02/2020 11/2020
Eagle Bluffs Wealth Management Columbia MO 11/2020 Present
  • 08/2015 → 02/2020
    Landmark Bank
    Columbia, MO
  • 02/2020 → 11/2020
    Simmons Bank
    Columbia, MO
  • 11/2020 → Present
    Eagle Bluffs Wealth Management
    Columbia, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-29
S63 Uniform Securities Agent State Law Examination 2013-09-11
  • S65 Uniform Investment Adviser Law Examination
    2021-03-29
  • S63 Uniform Securities Agent State Law Examination
    2013-09-11
Other Names
  • Edgerly Perreault
  • Edgerly Elizabeth Perreault
  • Edgerly Elizabeth Roberts

View on SEC IAPD

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INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
CONVERGENCE FINANCIAL · COLUMBIA, MO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, MO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLUMBIA, MO
LIFEMARK SECURITIES CORP. · Columbia, MO
SUNDVOLD FINANCIAL · COLUMBIA , MO
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