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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-12
  • TX RA
    APPROVED
    Since 2024-12-12

Branch Locations

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

San Antonio, TX • 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
Cuna Brokerage Services, Inc., Waverly IA 11/2017 08/2021
Randolph Brooks Federal Credit Union Live Oak TX 07/2012 10/2021
Ameriprise Financial Services, Llc Live Oak TX 08/2021 10/2021
Citigroup San Antonio TX 11/2021 12/2024
Edward Jones St. Louis MO 12/2024 Present
  • 11/2017 → 08/2021
    Cuna Brokerage Services, Inc.,
    Waverly, IA
  • 07/2012 → 10/2021
    Randolph Brooks Federal Credit Union
    Live Oak, TX
  • 08/2021 → 10/2021
    Ameriprise Financial Services, Llc
    Live Oak, TX
  • 11/2021 → 12/2024
    Citigroup
    San Antonio, TX
  • 12/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2022-01-19 → 2024-12-05
    Irving, TX
    San Antonio, TX
    San Antonio, TX
    Jacksonville, FL
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-18
S63 Uniform Securities Agent State Law Examination 2018-03-14
  • S66 Uniform Combined State Law Examination
    2022-01-18
  • S63 Uniform Securities Agent State Law Examination
    2018-03-14
Other Names
  • Julian Gabriel Serna
  • Julian Serna
  • Julian G Serna

View on SEC IAPD

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