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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| KS | RA | APPROVED | 2025-09-29 |
| MO | RA | APPROVED | 2025-09-29 |
Branch Locations
10561 Barkley St Suite 120, Overland Park, KS 66212 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Overland Park | KS | 06/2015 | 05/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Merrill Lynch | Leawood | KS | 08/2019 | 07/2025 |
| Bank Of America Na | Leawood | KS | 09/2019 | 07/2025 |
| Edward Jones | St Louis | MO | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-24 |
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