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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-20 |
| MO | RA | APPROVED | 2024-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc | Kansas City | MO | 03/2001 | 08/2024 |
| Edward Jones | St Louis | MO | 08/2024 | Present |
"Rental Property Type: Short Term Rental Property Date: 12/01/22 Title: co-owner Trad Hrs: 0 Tot Hrs: 1 Desc: General repair/upkeep that is not contracted out, lawn care. My wife handles all day to day and renter interactions. City-State: Liberty MO" **** "Rental Property Type: Long Term Rental Date: 06/01/23 Title: Beneficiary Trad Hrs: 0 Tot Hrs: 0 Desc: Condo owned by my wife, inherited from her mother. I perform general repair/upkeep tasks that are not contracted out, assistance during tenant interviews. My wife handles most duties. City-State: Liberty MO" **** "Rental Property Type: Duplex Date: 03/01/24 Title: Beneficiary Trad Hrs: 1 Tot Hrs: 0 Desc: Property held in wife's self directed Roth IRA with Equity Trust City-State: Liberty MO" **** "Rental Property Type: Long Term Rental Property Date: 08/01/12 Title: Co-Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Perform general repairs/upkeep that are not already contracted out, occasionally involved with tenant interviews or turnover preparation. My wife generally handles most aspects. City-State: Liberty MO"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-02 |
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