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Leisa Lynee' Massie

Edward Jones

Big Rapids, MI

CRD 5128641

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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 2023-10-12
MI RA APPROVED 2023-10-06
  • TX RA
    APPROVED
    Since 2023-10-12
  • MI RA
    APPROVED
    Since 2023-10-06

Branch Locations

18605 Northland Dr, Big Rapids, MI 49307 • 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 Big Rapids MI 03/2006 09/2023
Edward Jones St Louis MO 09/2023 Present
Other Businesses

Self Type of business: Photography Big Rapids, MI Start date: 2/22/2017 Photographer Hours per week: 0 Hours during trading: 0 Desc: Just a little side hobby business taking photos of babies, families, pets, weddings, etc. Don't do it very often.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Leisa Castillo Stone
  • Leisa Lynee Stone
  • Leisa Lynee Castillo-Stone
  • Leisa Lynee Castillo
  • Leisa Lynee Carothers
  • Leisa Lynee Domnitz
  • Leisa Lynee Massie

View on SEC IAPD

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