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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| SC | RA | APPROVED | 2019-03-06 |
Branch Locations
884 Johnnie Dodds Blvd Ste 101, Mt Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds Distributor, Inc | New York | NY | 08/2006 | 06/2017 |
| Unemployed | Mt. Pleasant | SC | 06/2017 | 01/2018 |
| Liberty Partners Financial Services, Llc | Mt. Pleasant | SC | 01/2018 | 01/2019 |
| Liberty Partners Capital Management Llc | Bakersfield | CA | 02/2018 | 01/2019 |
| Edward Jones | St.LOuis | MO | 01/2019 | Present |
St. Thomas Isle Business Group Type: Date: 09/26/19 Title: Co-founder and Board Chairman Trad Hrs: 0 Tot Hrs: 0 Desc: This was a bus networking group we renamed. I co-founded this group, we meet once a month at different locations, no dues or fees , so no money. Food is provided by other businesses and vendors. City-State: Mt. Pleasant SC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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