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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-27 |
| TX | RA | APPROVED | 2014-08-20 |
| WA | RA | APPROVED | 1997-05-01 |
Branch Locations
708 North Argonne Road Suite 3, Spokane Valley, WA 99212-2760 • United States
Atlantic Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Spokane | WA | 11/1996 | Present |
PARISH FINANCE COUNCIL,L ST AUGUSTINE PARISH: MONITOR PARISH BUDGET AND OUTLAYS, ADVISE PASTOR. MAINTAIN SHELL ACCOUNT FOR PARISH TYPICALLY USED TO RECEIVE GIFTED SECURITIES. Catholic Foundation of Spokane Diocese Spokane, WA Start date: 9/27/2017 Board Member Hours per week: 0 Hours during trading: 0 Monitor investments results and provide input into investment management decisions voted on by the board. Provide input on charitable distributions and grant applications. Provide input on future projects within the diocese.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-04 |
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