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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| TN | RA | APPROVED | 2024-02-05 |
Branch Locations
2099 Thunderhead Road Suite 202, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2023 | Present |
| Money Wellness, Llc | Knoxville | TN | 06/2023 | 11/2023 |
| Money Wellness, Llc | San Antonio | TX | 06/2022 | 05/2023 |
| University Of Incarnate Word | San Antonio | TX | 08/2021 | 05/2022 |
| United States Air Force | Jbsa Randolph | TX | 04/2001 | 07/2021 |
Money Wellness, LLC Type of business: Financial Planning (non-invest Knoxville, TN Start date: 6/1/2023 Owner Hours per week: 6 Hours during trading: 0 Work with under-served clients to build financial plans including cash-flow management, savings plans, investment education, risk mitigation, and estate planning. Non-investment advice. 1 client remaining...will wrap up services by end of November 2023 **** "Money Wellness, LLC Type: Financial Planning (non-invest Date: 06/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I own this business and was self-employed prior to Edward Jones employment. City-State: Knoxville TN" **** "Activity: Rental Property Type: Rental Property Date: 01/01/23 Title: Owner Trad Hrs: 0 Tot Hrs: 2 Desc: My husband and I rent out a portion of our home to long-term renters. City-State: Knoxville TN"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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