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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED_RES | 2024-03-28 |
Branch Locations
810 Calle Mejia Suite 101, Santa Fe, NM 87501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Santa Fe | NM | 06/2014 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Fe | NM | 10/2016 | 05/2017 |
| Valic Financial Advisors, Inc. | Santa Fe | NM | 08/2017 | 10/2022 |
| Charles Schwab & Co., Inc. | Santa Fe | NM | 10/2022 | 01/2024 |
| Edward Jones | St. Louis | MO | 03/2024 | Present |
| Self Employed | Santa Fe | NM | 03/2010 | Present |
Independent Yoga Teacher Type of business: Wellness Santa Fe, NM Start date: 1/1/2010 Yoga Teacher Hours per week: 1 Hours during trading: 0 teach yoga at various local studios as a guest teacher when needed. La Posada Hotel Type of business: Hospitality Santa Fe, NM Start date: 1/1/2012 Yoga Teacher Hours per week: 1 Hours during trading: 0 teach 1 hour class on Sunday AM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-12 |
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