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Detailed Report
Ann Conrad
Ann Catherine Conrad, Ann Catherine Hidalgo
CRD#: 7604749
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 3811 Bee Caves Rd STE 202
West Lake Hills, TX 78746-5383
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct20262 FIRMS2022 - Present (2 years)
License(s)

State Registrations

B
Arizona 9/15/2023
B
New Hampshire 9/4/2024
B
California 9/15/2023
B
New Mexico 1/23/2023
B
Colorado 1/23/2023
B
New York 9/15/2023
B
Florida 10/12/2023
B
Oklahoma 9/15/2023
B
Illinois 9/15/2023
B
South Dakota 12/26/2024
B
Indiana 9/15/2023
B
Texas 10/18/2022
B
Kentucky 9/15/2023
IA
Texas 10/19/2022
B
Maryland 9/15/2023
B
Virginia 9/15/2023
B
Michigan 9/15/2023
B
Washington 9/15/2023

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)
3811 Bee Caves Rd STE 202, West Lake Hills, TX 78746-5383
Registered with this firm since 10/19/2022
B
EDWARD JONES (CRD#:250)
3811 Bee Caves Rd STE 202, West Lake Hills, TX 78746-5383
Registered with this firm since 9/26/2022
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.