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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| FL | RA | APPROVED | 2019-09-16 |
Branch Locations
3208 Chiquita Blvd S Ste 207, Cape Coral, FL 33914-4267 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 07/2017 | 07/2018 |
| Usaa Financial Advisors | Tampa | FL | 07/2017 | 07/2018 |
| Columbia Sussex Dba Courtside Steakhouse | Ft Myers | FL | 04/2011 | 06/2017 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 07/2018 |
| Edward Jones | St.LOuis | MO | 09/2019 | Present |
| Nevermind Llc | Cape Coral | FL | 08/2018 | 09/2019 |
Self Type of business: Rental Income Cape Coral, FL Start date: 10/1/2023 Owner Hours per week: 0 Hours during trading: 0 None
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-14 |
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