Best Investors Account Sign in

Annie Leal

Edward Jones

Plymouth, WI

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-04-17
  • WI RA
    APPROVED
    Since 2024-04-17

Branch Locations

110 Carr Rd, Plymouth, WI 53073 • 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 11/2023 Present
The Vollrath Company Sheboygan WI 09/2017 10/2023
Sheboygan Resort Sheboygan WI 06/2020 10/2021
Service Master Of Sterling Rock Falls Dixon Sterling IL 02/2015 07/2017
  • 11/2023 → Present
    Edward Jones
    St Louis, MO
  • 09/2017 → 10/2023
    The Vollrath Company
    Sheboygan, WI
  • 06/2020 → 10/2021
    Sheboygan Resort
    Sheboygan, WI
  • 02/2015 → 07/2017
    Service Master Of Sterling Rock Falls Dixon
    Sterling, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-16
  • S66 Uniform Combined State Law Examination
    2024-04-16
Other Names
  • Annie Sanders
  • Annie Melissa Leal

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
IHT WEALTH MANAGEMENT LLC
VERITAS FINANCIAL SERVICES, LLC
SMITH SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
SUCCESS WEALTH MANAGEMENT LLC
MERIT FINANCIAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

JEAN ANN BLANKE
ADAM CHRISTOPHER MASON
MARGARET A WITTKOPP
Asneth Omare
JEREMY NORMAN BURRI
Eric Michael Desjarlais
TIMOTHY LYNN SAEGER
TRAVIS RICK STREBLOW

Other Offices

CETERA INVESTMENT ADVISERS LLC · PLYMOUTH, WI
IHT WEALTH MANAGEMENT LLC · PLYMOUTH, WI
VERITAS FINANCIAL SERVICES, LLC · PLYMOUTH, WI
SMITH SECURITIES LLC · Plymouth, WI
EDWARD JONES · PLYMOUTH, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Plymouth, WI
SUCCESS WEALTH MANAGEMENT LLC · PLYMOUTH, WI
CETERA INVESTMENT ADVISERS LLC · PLYMOUTH, WI

More in Plymouth, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor