Best Investors Account Sign in

Kate Somerville

Edward Jones

Mesa, AZ

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-09-04
AZ RA APPROVED 2019-08-09
  • TX RA
    APPROVED
    Since 2020-09-04
  • AZ RA
    APPROVED
    Since 2019-08-09

Branch Locations

2919 S Ellsworth Rd Ste 129, Mesa, AZ 85212 • 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
Edward Jones St Louis MO 05/2019 Present
Student Chandler AZ 04/2019 05/2019
Store Capital Scottsdale AZ 10/2018 04/2019
Northwestern Mutual Minot ND 04/2018 08/2018
First International Bank & Trust Phoenix AZ 10/2017 03/2018
First International Bank & Trust Minot ND 05/2017 08/2017
Grand Canyon University Phoenix AZ 08/2015 09/2018
  • 05/2019 → Present
    Edward Jones
    St Louis, MO
  • 04/2019 → 05/2019
    Student
    Chandler, AZ
  • 10/2018 → 04/2019
    Store Capital
    Scottsdale, AZ
  • 04/2018 → 08/2018
    Northwestern Mutual
    Minot, ND
  • 10/2017 → 03/2018
    First International Bank & Trust
    Phoenix, AZ
  • 05/2017 → 08/2017
    First International Bank & Trust
    Minot, ND
  • 08/2015 → 09/2018
    Grand Canyon University
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-08
  • S66 Uniform Combined State Law Examination
    2019-08-08

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
TRIBECA FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
REVTEK ADVISORS, LLC
LINCOLN INVESTMENT
DECISIONPOINT FINANCIAL, LLC

Other Investors

MATT SCOTT LOEFFLER
BRIAN JONATHAN BLANCHARD
LAURA MARIE JENSEN
RYAN J RICEDORFF
CECILIA CATALINA HENRIQUEZ-BURGESS
Mason Jay Massow
DANNY LEE BRIMHALL
Daniel Bruce Massow

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MESA, AZ
TRIBECA FINANCIAL, LLC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
LPL FINANCIAL LLC · Mesa, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
EDWARD JONES · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ

More in Mesa, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor