Dh Wolf

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-02-27
FL	RA	APPROVED	2024-12-04

TX RA
APPROVED_RES

Since 2025-02-27
FL RA
APPROVED

Since 2024-12-04

Branch Locations

Fort Myers Beach, FL • United States

4850 Tamiami Trl N Ste 100, Naples, FL 34103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2024	Present
Edward Jones	St Louis	MO	08/2022	08/2024
Self Employed	Fort Myers Beach	FL	07/2009	07/2021
Unemployed	Fort Myers Beach	FL	07/2021	07/2022

08/2024 → Present

Edward Jones

St Louis, MO
08/2022 → 08/2024

Edward Jones

St Louis, MO
07/2009 → 07/2021

Self Employed

Fort Myers Beach, FL
07/2021 → 07/2022

Unemployed

Fort Myers Beach, FL

Other Businesses

TIAA Charlotte, NC Start date: 2/21/2022 Hours per week: 0 Hours during trading: No responsibilities Railroad Retirement Board Tampa, FL Start date: 2/21/2006 Hours per week: 0 Hours during trading: 0 No responsibilities PSERS Warminster, PA Start date: 7/31/1978 Hours per week: 0 Hours during trading: 0 No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-25

S66 Uniform Combined State Law Examination

2024-11-25

Other Names

Lorrie Wolf
D H Lipetz
Dolores Trabosh
Dolores Higgins
Dolores Lipetz

View on SEC IAPD