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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2022-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | Present |
| Att | Wichita | KS | 11/2013 | 12/2017 |
(1) Name of Business: Aldersgate United Methodist Church Address: 7901 W 21st St, Wichita, KS, 67205, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review and vote on allocation of assets to committees (2) Name of Business: Saltcreek Wealth Advisors Address: 340 S Julia St, Wichita, KS, 67209-2310, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work as a financial advisor thru Raymond James doing business as Saltcreek Wealth Advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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