Individual Firm
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Ursula McAllister Strong
Ursula Ann McAllister
CRD#: 2956091
IA
B
EDWARD JONESCRD#: 250 2275 Vanstory St
Greensboro, NC 27403-3675
Greensboro, NC 27403-3675
View By:
2/23/2012
Customer Dispute
Denied
State Registrations
B
Alabama 10/18/2023
B
North Carolina 7/8/2022
B
Arizona 2/13/2023
IA
North Carolina 7/8/2022
B
California 7/8/2022
B
Ohio 8/3/2022
B
District of Columbia 7/8/2022
B
Oregon 4/5/2023
B
Florida 7/28/2022
B
Pennsylvania 7/8/2022
B
Georgia 7/8/2022
B
South Carolina 7/8/2022
B
Kentucky 8/4/2022
B
Texas 7/28/2022
B
Louisiana 11/15/2022
IA
Texas 7/29/2022
B
Maryland 7/8/2022
B
Virginia 10/25/2022
B
New York 2/12/2025
B
Wisconsin 3/21/2023
SRO Registrations
B
B
B
B
View Exams Passed by the individual in the detailed report
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Learn about permitted activities of registered principals
IA
Registered with this firm since 7/8/2022
B
Registered with this firm since 7/8/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 09/20/2013 - 07/11/2022 | CHARLOTTE, NC | |
IA | 07/19/2011 - 09/06/2013 | CHARLOTTE, NC | |
B | 07/18/2011 - 09/06/2013 | CHARLOTTE, NC | |
IA | 04/14/2008 - 06/29/2011 | CHARLOTTE, NC | |
B | 04/14/2008 - 06/29/2011 | CHARLOTTE, NC | |
IA | 07/27/2006 - 03/19/2008 | CHARLOTTE, NC | |
B | 07/27/2006 - 03/19/2008 | CHARLOTTE, NC | |
IA | 10/11/2005 - 05/10/2006 | CHARLOTTE, NC | |
B | 09/13/2005 - 05/10/2006 | CHARLOTTE, NC | |
B | 03/10/2004 - 05/20/2005 | CINCINNATI, OH | |
B | 08/20/2003 - 03/09/2004 | ANN ARBOR, MI | |
B | 10/30/1998 - 07/09/2003 | MALVERN, PA |
CHARLOTTE, NC
07/27/2006 - 03/19/2008
CHARLOTTE, NC
07/27/2006 - 03/19/2008
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.