Lillian R Danis Soto

Winter Haven, FL

CRD 7914576

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
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

Code	Exam	Date
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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