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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-21
CA RA APPROVED 2025-07-18
  • TX RA
    APPROVED
    Since 2026-04-21
  • CA RA
    APPROVED
    Since 2025-07-18

Branch Locations

760 Mattie Road Ste A2, Pismo Beach, CA 93449 • 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 Bakersfield CA 02/2018 07/2025
Appfolio Inc. Goleta CA 02/2017 02/2018
Apple Inc Santa Barbara CA 03/2014 02/2017
Bank Of America Na Bakersfield CA 05/2018 07/2025
Edward Jones St Louis MO 07/2025 Present
  • 02/2018 → 07/2025
    Merrill Lynch
    Bakersfield, CA
  • 02/2017 → 02/2018
    Appfolio Inc.
    Goleta, CA
  • 03/2014 → 02/2017
    Apple Inc
    Santa Barbara, CA
  • 05/2018 → 07/2025
    Bank Of America Na
    Bakersfield, CA
  • 07/2025 → Present
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-24
  • S66 Uniform Combined State Law Examination
    2018-08-24

View on SEC IAPD

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