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Lee Hartman

Edward Jones

New Castle, IN

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-21
IN RA APPROVED 2024-03-14
  • TX RA
    APPROVED
    Since 2025-02-21
  • IN RA
    APPROVED
    Since 2024-03-14

Branch Locations

1960 South Memorial Drive, New Castle, IN 47362 • 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 01/2024 Present
Simon Property Group Indianapolis IN 07/2022 12/2023
Brooksource Indianapolis IN 03/2021 07/2022
Legends Hospitality, Llc Indianapolis IN 06/2015 03/2021
Ups Plainfield IN 11/2020 01/2021
Manchester Farms Waynesfield OH 10/2020 11/2020
  • 01/2024 → Present
    Edward Jones
    St Louis, MO
  • 07/2022 → 12/2023
    Simon Property Group
    Indianapolis, IN
  • 03/2021 → 07/2022
    Brooksource
    Indianapolis, IN
  • 06/2015 → 03/2021
    Legends Hospitality, Llc
    Indianapolis, IN
  • 11/2020 → 01/2021
    Ups
    Plainfield, IN
  • 10/2020 → 11/2020
    Manchester Farms
    Waynesfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
  • S66 Uniform Combined State Law Examination
    2024-03-07

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HARBOUR INVESTMENTS, INC.
PARKWOODS WEALTH PARTNERS, LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
ROCKMAN MADE WEALTH MANAGEMENT
OSAIC WEALTH, INC.

Other Investors

DOUGLAS RAY MEIER
RYAN CURTIS LAWSON
Erika Dawn Gilman
AMANDA LIN NORRIS
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · New Castle, IN
CETERA INVESTMENT ADVISERS LLC · NEW CASTLE, IN
EDWARD JONES · NEW CASTLE, IN
HARBOUR INVESTMENTS, INC. · NEW CASTLE, IN
PARKWOODS WEALTH PARTNERS, LLC · NEW CASTLE, IN
EDWARD JONES · NEW CASTLE, IN
EDWARD JONES · NEW CASTLE, IN
EDWARD JONES · HAGERSTOWN, IN

More in New Castle, IN

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