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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Brandon | FL | 12/2015 | 11/2017 |
| Jp Morgan Chase Bank Na | Brandon | FL | 12/2015 | 11/2017 |
| Lincoln Financial Securities Corp/ Legacy Wealth Alliance | Tempe | AZ | 11/2017 | 06/2019 |
| Lincoln Investment | Fort Washington | PA | 05/2020 | 09/2020 |
| Healthmarkets | Jacksonville | FL | 07/2019 | 05/2020 |
| Tata Consultancy Services | Cedar Rapids | IA | 09/2020 | 02/2021 |
| Transamerica Capital Inc | Cedar Rapids | IA | 10/2020 | 02/2021 |
| Massmutual | St Augustine | FL | 06/2021 | 01/2022 |
| Mml Investors Services | St Augustine | FL | 06/2021 | 01/2022 |
| American Heritage Financial/One America | Cantonment | FL | 03/2021 | 06/2021 |
| Merrill Lynch | Jacksonville | FL | 07/2022 | 09/2025 |
| Ancient City Wealth | St Augustine | FL | 01/2022 | 07/2022 |
| Bank Of America, Na | Jacksonville | FL | 09/2022 | 09/2025 |
| Edward Jones | St Louis | MO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-05 |
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