Cathy Goff Porter

Rocky Mount, NC

CRD 1326194

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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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-01-09
NC	RA	APPROVED	2008-08-18

TX RA
APPROVED_RES

Since 2019-01-09
NC RA
APPROVED

Since 2008-08-18

Branch Locations

212 N Winstead Ave, Rocky Mount, NC 27804 • 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

Organization	City	State	From	To
Edward D. Jones & Co.	Rocky Mount	NC	08/1984	Present
Edward D. Jones & Co., L.P.	St. Louis	MO	08/1984	Present

08/1984 → Present

Edward D. Jones & Co.

Rocky Mount, NC
08/1984 → Present

Edward D. Jones & Co., L.P.

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-14
S63	Uniform Securities Agent State Law Examination	1999-05-06

S66 Uniform Combined State Law Examination

2008-08-14
S63 Uniform Securities Agent State Law Examination

1999-05-06

Other Names

Cathy Kitten Goff

View on SEC IAPD

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Nearby Offices

EDWARD JONES · Rocky Mount, NC

PROSPERITY CAPITAL ADVISORS · Rocky Mount, NC

EDWARD JONES · ROCKY MOUNT, NC

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