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Sundi Suzanne Puckett

Edward Jones

White House, TN

CRD 7513224

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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 2022-10-05
TN RA APPROVED 2022-05-25
  • TX RA
    APPROVED
    Since 2022-10-05
  • TN RA
    APPROVED
    Since 2022-05-25

Branch Locations

2944 Hwy 31-W Suite 2, White House, TN 37188-0000 • 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 St Louis MO 03/2022 Present
Serpro Industries Gallatin TN 03/2019 03/2021
David Patton Homes Goodlettsville TN 03/2021 03/2022
Pc&D Gallatin TN 07/2017 02/2019
Center For Restorative Medicine Hendersonville TN 08/2016 08/2017
  • 03/2022 → Present
    Edward Jones
    St Louis, MO
  • 03/2019 → 03/2021
    Serpro Industries
    Gallatin, TN
  • 03/2021 → 03/2022
    David Patton Homes
    Goodlettsville, TN
  • 07/2017 → 02/2019
    Pc&D
    Gallatin, TN
  • 08/2016 → 08/2017
    Center For Restorative Medicine
    Hendersonville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-21
  • S66 Uniform Combined State Law Examination
    2022-05-21
Designations
  • Certified Financial Planner
Other Names
  • Sundi Fairchild

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD

Nearby Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

More in White House, TN

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