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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-02
CA RA APPROVED 2023-05-25
  • TX RA
    APPROVED
    Since 2026-01-02
  • CA RA
    APPROVED
    Since 2023-05-25

Branch Locations

7755 Center Avenue Suite 1010, Huntington Beach, CA 92647-0000 • 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 06/2017 10/2024
Los Alamitos School District Los Alamitos CA 03/2015 06/2017
Edward Jones St Louis MO 10/2024 Present
  • 06/2017 → 10/2024
    St. Louis, MO
  • 03/2015 → 06/2017
    Los Alamitos School District
    Los Alamitos, CA
  • 10/2024 → Present
    St Louis, MO
Other Businesses

National Charity League Type: Date: 06/01/24 Title: VP of Philanthropy Trad Hrs: 0 Tot Hrs: 0 Desc: Communicating with group regarding philanthropic volunteer activities. City-State: Seal Beach CA LW Adler Weiner Type of business: Research Group Cypress, CA Start date: 4/21/2026 Survey Participant Hours per week: 0 Hours during trading: 0 Occasional participant in automotive design focus group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-23
  • S66 Uniform Combined State Law Examination
    2023-05-23
Other Names
  • Heidi Jo Maxfield
  • Heidi Jo Orsini
  • Heidi Jo Frank

View on SEC IAPD

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