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Ekaterina Ataeva

Edward Jones

Ft Lauderdale, FL

CRD 7674126

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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 2023-10-17
FL RA APPROVED 2023-07-12
  • TX RA
    APPROVED
    Since 2023-10-17
  • FL RA
    APPROVED
    Since 2023-07-12

Branch Locations

717 Se 2Nd Street Ste 204, Ft Lauderdale, FL 33301 • 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 01/2023 Present
Trust Invest Real Estate Corp (Former Miami Red Square Realty) Aventura FL 03/2015 12/2022
  • 01/2023 → Present
    Edward Jones
    St Louis, MO
  • 03/2015 → 12/2022
    Trust Invest Real Estate Corp (Former Miami Red Square Realty)
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-06
  • S66 Uniform Combined State Law Examination
    2023-07-06
Other Names
  • Kate Shikhimova
  • Ekaterina Sirocheva
  • Ekaterina Shikhimovaataeva
  • Ekaterina Ataeva
  • Ekaterina Ataeva Shikhimova

View on SEC IAPD

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