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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-25
MO RA APPROVED 2023-07-25
  • CA RA
    APPROVED
    Since 2023-07-25
  • MO RA
    APPROVED
    Since 2023-07-25

Branch Locations

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

Redondo Beach, CA • 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 04/2023 Present
Glen Ladd Accounting & Tax Services Chicopee MA 07/2022 04/2023
Djk Cpa, Apac Palm Desert CA 02/2021 07/2022
Edelstein & Co Boston MA 01/2020 01/2021
Cbiz Mhm Boston MA 11/2016 12/2019
Glen Ladd Accounting & Tax Services Chicopee MA 02/2012 10/2016
  • 04/2023 → Present
    St. Louis, MO
  • 07/2022 → 04/2023
    Glen Ladd Accounting & Tax Services
    Chicopee, MA
  • 02/2021 → 07/2022
    Djk Cpa, Apac
    Palm Desert, CA
  • 01/2020 → 01/2021
    Edelstein & Co
    Boston, MA
  • 11/2016 → 12/2019
    Cbiz Mhm
    Boston, MA
  • 02/2012 → 10/2016
    Glen Ladd Accounting & Tax Services
    Chicopee, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-21
  • S66 Uniform Combined State Law Examination
    2023-07-21
Designations

View on SEC IAPD

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