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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-20
MI RA APPROVED 2010-10-05
  • TX RA
    APPROVED_RES
    Since 2014-08-20
  • MI RA
    APPROVED
    Since 2010-10-05

Branch Locations

Rockford, MI • United States

18605 Northland Dr, Big Rapids, MI 49307 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Big Rapids MI 04/1990 Present
  • 04/1990 → Present
    Edward D. Jones & Co., L.P.
    Big Rapids, MI
Other Businesses

Songwriting Rockford, MI Start date: 12/9/2013 Songwriter Hours per week: 8 Hours during trading: 0 Write songs. * Recorded an album Type of business: Music Rockford, MI Start date: 12/1/2017 Songwriter Hours per week: 0 Hours during trading: 0 Writing music, recording music. * DST Properties Type of business: Rental Kure Beach, NC Start date: 10/26/2022 Owner Hours per week: 1 Hours during trading: 0 Placed an offer on an investment property Kure Beach. Close in January. * LSM rental of rooms as Bed & Breakfast Type of business: rental real estate Lexington, VA Start date: 7/1/2012 owner of LSM Hours per week: 1 Hours during trading: 0 wife is renting apartments to student's parents that visit * LSM llc Type of business: real estate Lexington, VA Start date: 4/1/1994 50% owner Hours per week: 1 Hours during trading: 0 Office rental * "Private Placement Type of business: Solar cell manufacturer Rockford, MI Start date: 3/31/2022 owner Hours per week: 0 Hours during trading: 0 Private placement in solar cell manufacturer."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-02
S63 Uniform Securities Agent State Law Examination 1985-02-01
  • S66 Uniform Combined State Law Examination
    2010-09-02
  • S63 Uniform Securities Agent State Law Examination
    1985-02-01
Other Names
  • Daniel Schiffer Terry
  • Daniel S. Terry
  • Daniel S Terry

View on SEC IAPD

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