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Heather Lanae Daum

Edward Jones

Xenia, OH

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-14
OH RA APPROVED 2024-06-12
  • TX RA
    APPROVED
    Since 2024-10-14
  • OH RA
    APPROVED
    Since 2024-06-12

Branch Locations

869 West 2Nd Street, Xenia, OH 45385 • 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 04/2024 Present
Kettering Health Network Kettering OH 11/2023 04/2024
Trustaff Nursing Agency Cincinnati OH 10/2022 10/2023
Premier Health Jamestown OH 11/2007 05/2023
  • 04/2024 → Present
    Edward Jones
    St Louis, MO
  • 11/2023 → 04/2024
    Kettering Health Network
    Kettering, OH
  • 10/2022 → 10/2023
    Trustaff Nursing Agency
    Cincinnati, OH
  • 11/2007 → 05/2023
    Premier Health
    Jamestown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-10
  • S66 Uniform Combined State Law Examination
    2024-06-10
Other Names
  • Heather Daum

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
JAMES INVESTMENT RESEARCH INC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.

Other Investors

BRUCE ALAN NEWELL
DOUGLAS C. ZEIGLER
ERIC LEON MONTGOMERY
DONALD E. CAIN
Kent Gregory Montgomery
NATHAN JAMES SANER
ANDREW DUNCAN POPE
Heather M Abshear

Other Offices

COMMONWEALTH FINANCIAL NETWORK · Xenia, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Xenia, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · XENIS, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · XENIA, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Xenia, OH
J.P. MORGAN SECURITIES LLC · XENIA, OH
EDWARD JONES · XENIA, OH
EDWARD JONES · XENIA, OH

More in Xenia, OH

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