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Lillian R Danis Soto

Edward Jones

Winter Haven, FL

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-06
FL RA APPROVED 2024-09-24
  • TX RA
    APPROVED
    Since 2026-04-06
  • FL RA
    APPROVED
    Since 2024-09-24

Branch Locations

331 W Central Ave Suite 200, Winter Haven, FL 33880 • 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 06/2024 07/2026
Unemployed Winter Haven FL 07/2023 06/2024
Geico Lakeland FL 06/2013 07/2023
Edward Jones St. Louis MO 07/2026 Present
  • 06/2024 → 07/2026
    Edward Jones
    St. Louis, MO
  • 07/2023 → 06/2024
    Unemployed
    Winter Haven, FL
  • 06/2013 → 07/2023
    Geico
    Lakeland, FL
  • 07/2026 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20
Other Names
  • Lillian Danis
  • Lillian Danis Soto

View on SEC IAPD

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Other Offices

UBS FINANCIAL SERVICES INC. · WINTER HAVEN, FL
LPL FINANCIAL LLC · WINTER HAVEN, FL
TUCKER ASSET MANAGEMENT LLC · Winter Haven, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER HAVEN, FL
COMMONWEALTH FINANCIAL NETWORK · WINTER HAVEN, FL
PFS INVESTMENTS INC. · WINTER HAVEN, FL
FOUNDATIONS INVESTMENT ADVISORS LLC · Winter Haven, FL
LPL FINANCIAL LLC · WINTER HAVEN, FL

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