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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
| OH | RA | APPROVED | 2019-05-06 |
Branch Locations
3033 Kettering Blvd Ste 300, Dayton, OH 45439-1971 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 03/2006 | 05/2019 |
| Universal 1 Credit Union | Dayton | OH | 05/2006 | 05/2019 |
| Edward Jones | St Louis | MO | 05/2019 | Present |
"Maria Joseph Home Corporation Type: Date: 07/01/24 Title: Director Trad Hrs: 0 Tot Hrs: 0 Desc: Provide oversight and audit of charitable corporation, position is held for one year. City-State: Kettering OH"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-14 |
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