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Allison Ann Dirks

Edward Jones

Cedar Rapids, IA

CRD 7582000

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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 2024-01-24
IA RA APPROVED 2023-11-21
  • TX RA
    APPROVED
    Since 2024-01-24
  • IA RA
    APPROVED
    Since 2023-11-21

Branch Locations

1221 Park Place Ne Suite B, Cedar Rapids, IA 52402 • 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 06/2022 06/2023
Edward Jones St. Louis MO 06/2023 Present
All Iowa Attack Ames IA 10/2022 02/2023
Drake University Student Athlete Des Moines IA 06/2018 05/2022
Center Point Urbana High School Center Point IA 08/2014 05/2018
  • 06/2022 → 06/2023
    St Louis, MO
  • 06/2023 → Present
    St. Louis, MO
  • 10/2022 → 02/2023
    All Iowa Attack
    Ames, IA
  • 06/2018 → 05/2022
    Drake University Student Athlete
    Des Moines, IA
  • 08/2014 → 05/2018
    Center Point Urbana High School
    Center Point, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-11
  • S66 Uniform Combined State Law Examination
    2023-11-11
Other Names
  • Allie Ann Wooldridge
  • Allison Ann Wooldridge

View on SEC IAPD

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