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Detailed Report
Alicia Anne Moulton
Alicia Anne Lawley, Alicia Anne Wittkopf
CRD#: 7453050
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 614 S WATTERS RD SUITE 140
ALLEN, TX 75013
Registration History
202120222023202420252026IAEDWARD JONES (CRD# 250)2022 - Present (3 years)BEDWARD JONES (CRD# 250)2021 - Present (3 years)
License(s)

State Registrations

B
Alabama 4/12/2022
B
North Carolina 10/11/2023
B
California 7/20/2022
B
Ohio 10/11/2023
B
Florida 2/16/2022
B
Pennsylvania 2/7/2025
B
Georgia 2/16/2022
B
Tennessee 12/16/2024
B
Idaho 1/27/2022
B
Texas 1/5/2022
B
Kentucky 10/11/2023
IA
Texas 1/5/2022
B
Nevada 1/27/2022
B
Virginia 10/25/2024
B
New Jersey 8/29/2023
B
Washington 3/14/2022

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)
614 S WATTERS RD SUITE 140, ALLEN, TX 75013
Registered with this firm since 1/5/2022
B
EDWARD JONES (CRD#:250)
614 S WATTERS RD SUITE 140, ALLEN, TX 75013
Registered with this firm since 12/13/2021
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.