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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| IL | RA | APPROVED | 2024-04-22 |
| MO | RA | APPROVED | 2024-04-22 |
Branch Locations
16 Executive Drive Suite 250, Fairview Height, IL 62208 • United States
12250 Weber Hill Rd Suite 215,, Saint Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | St Louis | MO | 02/2016 | 01/2018 |
| Td Ameritrade | St Louis | MO | 01/2018 | 09/2023 |
| Edelman Financial Engines | Santa Clara | CA | 04/2024 | Present |
| Charles Schwab & Co., Inc | St. Louis | MO | 07/2022 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-22 |
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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