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Davis Kaleb Wright

Edward Jones

Hobbs, NM

CRD 6865182

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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
NM RA APPROVED 2021-05-10
TX RA APPROVED 2021-05-07
  • NM RA
    APPROVED
    Since 2021-05-10
  • TX RA
    APPROVED
    Since 2021-05-07

Branch Locations

3019 N Grimes St, Hobbs, NM 88240 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hobbs NM 09/2017 04/2021
The James Polk Stone Community Bank Hobbs NM 10/2016 09/2017
First American Bank Lovington NM 05/2011 10/2016
Bank Of America, N.A. Hobbs NM 01/2018 04/2021
Edward Jones St Louis MO 05/2021 Present
Previous Registrations
Other Businesses

Four K Properties, LLC Type: Real Estate Date: 04/11/24 Title: Owner / Managing Member Trad Hrs: 0 Tot Hrs: 8 Desc: Owner City-State: Lovington NM

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2018-02-09
Other Names
  • Davis Wright

View on SEC IAPD

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