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Robert Michael Goodwin

Edward Jones

Greenville, NC

CRD 7626118

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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
NC RA APPROVED 2024-03-11
  • NC RA
    APPROVED
    Since 2024-03-11

Branch Locations

1429 Firetower Road Suite 100, Greenville, NC 27858 • 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
Malvin Respess Farms Pantego NC 06/2011 10/2021
Woodmen Of The World Life Insurance Society Omaha NE 10/2021 01/2023
Woodmen Financial Services Inc Omaha NE 09/2022 01/2023
Edward Jones St Louis MO 01/2024 Present
Unemployed Washington NC 02/2023 12/2023
  • 06/2011 → 10/2021
    Malvin Respess Farms
    Pantego, NC
  • 10/2021 → 01/2023
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 09/2022 → 01/2023
    Woodmen Financial Services Inc
    Omaha, NE
  • 01/2024 → Present
    St Louis, MO
  • 02/2023 → 12/2023
    Unemployed
    Washington, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06

View on SEC IAPD

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