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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2019-08-07 |
Branch Locations
5301 Limestone Road Suite 103, Wilmington, DE 19808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Newark | DE | 04/2015 | 04/2018 |
| Jpmorgan Chase Bank, N.A. | Newark | DE | 05/2018 | 05/2019 |
| Jpmorgan Securities, Llc. | Newark | DE | 05/2018 | 05/2019 |
| Edward Jones | St.LOuis | MO | 07/2019 | Present |
Padua Academy Foundation Type: Date: 04/01/24 Title: Director Trad Hrs: 0 Tot Hrs: 0 Desc: To serve as a committee of three, to review investment manager performance, review requests from the Padua Academy (Principal) for financial aid candidates, and make recommendations as to the amount of funds to be disbursed from the Trust. City-State: Wilmington DE" **** "Bay Pointe Maintenance Corporation Type: Date: 10/28/14 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Participate on the volunteer board of 7 members, to ensure our Home Owners Association (and grounds) are maintained properly. City-State: Kirkwood DE"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
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