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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| UT | RA | APPROVED | 2023-10-02 |
Branch Locations
150 W Civic Center Dr Suite 103, Sandy, UT 84070 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Inc. | Orem | UT | 04/2007 | 09/2023 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 04/2007 | 09/2023 |
| Osaic Wealth, Inc. | Orem | UT | 09/2023 | 09/2023 |
| Edward Jones | St Louis | MO | 09/2023 | Present |
"Wasatch Eyeworks Type of business: Optometry practice Draper, UT Start date: 1/1/1998 Secretary Hours per week: 0 Hours during trading: 0 Secretary" "Edward Jones Type: Financial services firm Date: 09/29/23 Title: Financial Advisor Trad Hrs: 8 Tot Hrs: 40 Desc: Financial advisor City-State: Sandy UT"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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