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Marilyn Leslie Milne

Edward Jones

Renton, WA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-21
WA RA APPROVED 2019-01-18
  • TX RA
    APPROVED_RES
    Since 2021-01-21
  • WA RA
    APPROVED
    Since 2019-01-18

Branch Locations

14274 S E 176Th St, Renton, WA 98058-8787 • 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
Hd Vest Financial Services Bellevue WA 12/2015 01/2019
Hd Vest Insurance Agency Inc. Irving TX 12/2015 01/2019
Hd Vest Advisory Services Bellevue WA 12/2015 01/2019
Hd Vest Insurance Agency, Inc Irving TX 03/2016 01/2019
Milne Financial Group Bellevue WA 03/2016 01/2019
Milne Financial Group Bellevue WA 03/2016 01/2019
Edward Jones St.LOuis MO 01/2019 Present
  • 12/2015 → 01/2019
    Hd Vest Financial Services
    Bellevue, WA
  • 12/2015 → 01/2019
    Hd Vest Insurance Agency Inc.
    Irving, TX
  • 12/2015 → 01/2019
    Hd Vest Advisory Services
    Bellevue, WA
  • 03/2016 → 01/2019
    Hd Vest Insurance Agency, Inc
    Irving, TX
  • 03/2016 → 01/2019
    Milne Financial Group
    Bellevue, WA
  • 03/2016 → 01/2019
    Milne Financial Group
    Bellevue, WA
  • 01/2019 → Present
    St.LOuis, MO
Previous Registrations
  • 2015-12-17 → 2019-01-25
    Avantax Advisory Services
    Bellevue, WA
    Kirkland, WA
  • 2015-01-21 → 2015-04-07
    Usaa Financial Planning Services
    San Antonio, TX
  • 2013-09-24 → 2014-12-19
    Ameritas Investment Company, Llc
    Bellevue, WA
    Lincoln, NE
  • 2012-07-20 → 2013-08-07
    Bellevue, WA
  • 2009-03-26 → 2012-07-25
    Redmond, WA
    Renton, WA
    Redmond, WA
    St Louis, MO
Other Businesses

Renton Regional Community Foundation Type: Date: 01/01/19 Title: Board member Trad Hrs: 0 Tot Hrs: 0 Desc: Finance committee member City-State: Renton WA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-13
  • S66 Uniform Combined State Law Examination
    2009-03-13
Other Names
  • Marilyn Leslie Banta
  • Marilyn Leslie Turgeon
  • Marilyn Leslie Kavanagh
  • Marilyn Leslie Gold
  • Marilyn Leslie Otter

View on SEC IAPD

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