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Theresa L Phelps

Edward Jones

Lakewood Ranch, FL

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-23
FL RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-04-23
  • FL RA
    APPROVED
    Since 2026-02-23

Branch Locations

8205 Natures Way Ste 215, Lakewood Ranch, FL 34202 • 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
Protective Life Bradenton FL 02/2017 09/2025
Concourse Financial Group Securities, (Fka Proequities, Inc.) Bradenton FL 02/2017 01/2022
Bar Louie Novi MI 08/2016 02/2017
Orange Theory Fitness Ann Arbor MI 09/2016 12/2016
Investment Distributors Inc Bradenton FL 01/2022 09/2025
Edward Jones St Louis MO 09/2025 Present
  • 02/2017 → 09/2025
    Protective Life
    Bradenton, FL
  • 02/2017 → 01/2022
    Concourse Financial Group Securities, (Fka Proequities, Inc.)
    Bradenton, FL
  • 08/2016 → 02/2017
    Bar Louie
    Novi, MI
  • 09/2016 → 12/2016
    Orange Theory Fitness
    Ann Arbor, MI
  • 01/2022 → 09/2025
    Investment Distributors Inc
    Bradenton, FL
  • 09/2025 → Present
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2017-10-17
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2017-10-17
Other Names
  • Tracey Momper
  • Theresa Momper
  • Theresa Phelps
  • Tracey Momper Phelps
  • Theresa L Momper

View on SEC IAPD

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KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
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PAMELA RUTH MILLER
WILLIAM BRUCE BODY
ANDREW OLSON WALTHER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LAKEWOOD RANCH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lakewood Ranch, FL
LPL FINANCIAL LLC · BRADENTON, FL
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRADENTON, FL
NEWEDGE ADVISORS · Lakewood Ranch, FL
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Lakewood Ranch, FL

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