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Sean Smith

Edward Jones

Dana Point, CA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-11
CA RA APPROVED 2024-03-19
  • TX RA
    APPROVED
    Since 2025-09-11
  • CA RA
    APPROVED
    Since 2024-03-19

Branch Locations

32834 Pacific Coast Highway # 107, Dana Point, CA 92629-3440 • 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
Doordash San Francisco CA 08/2019 11/2023
Instacart San Francisco CA 01/2023 10/2023
Uber San Francisco CA 06/2021 05/2023
Templeogue Dublin 09/2020 06/2022
S2 Jerseys Basketball Training Moraga CA 05/2014 08/2019
50 All Stars Moraga CA 05/2014 08/2019
Instacart San Francisco CA 05/2021 07/2021
  • 11/2023 → Present
    Edward Jones
    St. Louis, MO
  • 08/2019 → 11/2023
    Doordash
    San Francisco, CA
  • 01/2023 → 10/2023
    Instacart
    San Francisco, CA
  • 06/2021 → 05/2023
    Uber
    San Francisco, CA
  • 09/2020 → 06/2022
    Templeogue
    Dublin
  • 05/2014 → 08/2019
    S2 Jerseys Basketball Training
    Moraga, CA
  • 05/2014 → 08/2019
    50 All Stars
    Moraga, CA
  • 05/2021 → 07/2021
    Instacart
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11
Other Names
  • Sean Michael Smith

View on SEC IAPD

Other Firms

PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES
&PARTNERS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMPOUND PLANNING, INC.
LPL ENTERPRISE, LLC
THE CLARK GROUP ASSET MANAGEMENT

Other Investors

MICHAEL MARK DRABKIN
CHAD HOWARD MILLING
Gabrielle K. Velazquez
Ellen R. Pickler Harris
Claudia L Bowers
PAMELA JOANNE ZEDICK
COLTEN MICHAEL FRANCO
BETTY AHN

Other Offices

PLANMEMBER SECURITIES CORPORATION · DANA POINT, CA
EDWARD JONES · DANA POINT, CA
LPL FINANCIAL LLC · DANA POINT, CA
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES · DANA POINT, CA
&PARTNERS · Dana Point, CA
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES · Dana Point, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DANA POINT, CA
LPL FINANCIAL LLC · DANA POINT, CA

More in Dana Point, CA

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