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Detailed Report
Theresa Montya
THERESA SCOMA
CRD#: 4038018
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 3004 SPRING VALLEY DRIVE
BEDFORD, TX 76021
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2002 - 2003 (1 year)2 FIRMS2019 - Present (5 years)BWORLD CHOICE SECURITIES, INC. (CRD# 30933)2003 - 2019 (16 years)BEDWARD JONES (CRD# 250)1999 - 2002 (2 years)IAWORLD CHOICE SECURITIES, INC. (CRD# 30933)2006 - 2019 (13 years)
License(s)

State Registrations

B
Alabama 5/20/2020
B
Nevada 1/6/2020
B
Arkansas 1/10/2024
B
Oklahoma 11/1/2021
B
California 10/25/2019
B
Pennsylvania 1/24/2020
B
Colorado 6/27/2023
B
Tennessee 7/10/2023
B
Illinois 7/10/2023
B
Texas 10/25/2019
B
Kentucky 8/12/2021
IA
Texas 10/25/2019
B
Louisiana 7/10/2023
B
Wisconsin 1/10/2025

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
3004 SPRING VALLEY DRIVE, BEDFORD, TX 76021
Registered with this firm since 10/25/2019
B
EDWARD JONES (CRD#:250)
3004 SPRING VALLEY DRIVE, BEDFORD, TX 76021
Registered with this firm since 10/25/2019
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/31/2006 - 10/22/2019 WORLD CHOICE SECURITIES, INC. (CRD#:30933) Euless, TX
B
 08/13/2003 - 10/22/2019 WORLD CHOICE SECURITIES, INC. (CRD#:30933) Euless, TX
IA
 06/28/2002 - 06/11/2003 E*TRADE ADVISORY SERVICES, INC. (CRD#:111178) LEWISVILLE, TX
B
 02/20/2002 - 06/11/2003 E*TRADE SECURITIES LLC (CRD#:29106) JERSEY CITY, NJ
B
 12/09/1999 - 01/03/2002 EDWARD JONES (CRD#:250) ST. LOUIS, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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
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.