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Angie Martin Moran

Edward Jones

New Bern, NC

CRD 5121741

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-26
NC RA APPROVED 2022-12-05
  • TX RA
    APPROVED
    Since 2024-01-26
  • NC RA
    APPROVED
    Since 2022-12-05

Branch Locations

301 South Front Street Bldg 1 Ste A, New Bern, NC 28560 • 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
Edward Jones Trent Woods NC 10/2014 Present
Other Businesses

Rental Property Type: Rental income Date: 10/01/20 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: None - I've used a property manager to handle the property since I moved out and plan to keep them until my daughter is out of school and moves in. City-State: New Bern NC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02
Other Names
  • Angie Martin Carter
  • Angie Carter Sebeny
  • Angie Spruill Martin

View on SEC IAPD

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