Stephen Coffey

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Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-08-25
MD	RA	APPROVED	2017-11-07

TX RA
APPROVED_RES

Since 2020-08-25
MD RA
APPROVED

Since 2017-11-07

Branch Locations

10086 Southern Maryland Blvd, Dunkirk, MD 20754 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2017	Present
Bank Of America	Edgewater	MD	09/2013	08/2017

08/2017 → Present

Edward Jones

St Louis, MO
09/2013 → 08/2017

Bank Of America

Edgewater, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-11-06

S66 Uniform Combined State Law Examination

2017-11-06

Other Names

Stephen Coffey
Stephen Wade Coffey

View on SEC IAPD

Other Firms

CALVERT WEALTH MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PFS INVESTMENTS INC.

EAGLE STRATEGIES LLC

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

Other Investors

Christina Coffey

Michael Taylor DeBord

Cory Hunter Gertz

Nicholas Thomas Boyd

JOHN THOMAS STONE

KELLY COLLEEN SHEAHAN

Spencer D Eisemann

Other Offices

EDWARD JONES · DUNKIRK, MD

CALVERT WEALTH MANAGEMENT, INC. · DUNKIRK, MD

EDWARD JONES · Dunkirk, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUNKIRK, MD

EDWARD JONES · OWINGS, MD

PFS INVESTMENTS INC. · DUNKIRK, MD

EAGLE STRATEGIES LLC · TRACEYS LANDING, MD

EDWARD JONES · NORTH BEACH, MD

More in Dunkirk, MD

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