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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2024-07-25 |
Branch Locations
2237 E Sunshine St, Springfield, MO 65804 • United States
3341 S Glenstone Ave, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab Bank, Ssb | Chesterfield | MO | 09/2003 | 01/2024 |
| Edward Jones | St Louis | MO | 04/2024 | 07/2024 |
| Unemployed | Ozark | MO | 01/2024 | 04/2024 |
| Charles Schwab & Co., Inc. | Chesterfield | MO | 09/2003 | 01/2024 |
| Jpmorgan Chase Bank, N.A. | Springfield | MO | 07/2024 | Present |
| J.P. Morgan Securities Llc | Springfield | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-28 |
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