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Liam Connolly

Edward Jones

Waterbury, VT

Randolph, VT

CRD 7806091

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-12-04
  • VT RA
    APPROVED
    Since 2023-12-04

Branch Locations

Waterbury, VT • United States

47 Vermont Route 66, Randolph, VT 05060 • 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 09/2023 Present
Ace Hardware Randolph VT 05/2020 08/2020
University Of Colorado Recreation Center Boulder CO 03/2021 10/2021
Woods Hole Golf Club Falmouth MA 05/2021 08/2022
Boulder Reservoir Boulder CO 05/2022 07/2022
Boulder Reservoir Boulder CO 05/2023 07/2023
Randolph High School/ Cu Boulder Randolph VT 09/2013 05/2020
Cu Boulder Boulder CO 08/2020 01/2021
Cu Boulder Boulder CO 08/2021 05/2022
Cu Boulder Boulder CO 08/2022 05/2023
  • 09/2023 → Present
    Edward Jones
    St Louis, MO
  • 05/2020 → 08/2020
    Ace Hardware
    Randolph, VT
  • 03/2021 → 10/2021
    University Of Colorado Recreation Center
    Boulder, CO
  • 05/2021 → 08/2022
    Woods Hole Golf Club
    Falmouth, MA
  • 05/2022 → 07/2022
    Boulder Reservoir
    Boulder, CO
  • 05/2023 → 07/2023
    Boulder Reservoir
    Boulder, CO
  • 09/2013 → 05/2020
    Randolph High School/ Cu Boulder
    Randolph, VT
  • 08/2020 → 01/2021
    Cu Boulder
    Boulder, CO
  • 08/2021 → 05/2022
    Cu Boulder
    Boulder, CO
  • 08/2022 → 05/2023
    Cu Boulder
    Boulder, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-27
  • S66 Uniform Combined State Law Examination
    2023-11-27

View on SEC IAPD

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