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Troy Puchalski

Edward Jones

Pinehurst, NC

CRD 6721729

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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_RES 2021-12-20
NC RA APPROVED 2017-03-10
  • TX RA
    APPROVED_RES
    Since 2021-12-20
  • NC RA
    APPROVED
    Since 2017-03-10

Branch Locations

293 Olmsted Blvd Ste 6, Pinehurst, NC 28374 • 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 11/2016 Present
Washington National Insurance Company Carmel IN 08/2010 10/2016
  • 11/2016 → Present
    St Louis, MO
  • 08/2010 → 10/2016
    Washington National Insurance Company
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-10
  • S66 Uniform Combined State Law Examination
    2017-01-10
Designations
  • Certified Financial Planner
Other Names
  • Troy Alan Puchalski

View on SEC IAPD

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