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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-19 |
| TX | RA | APPROVED | 2024-07-19 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1251 Jefferson St., Washington, MO 63090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St. Louis | MO | 07/1999 | 07/2024 |
| &Partners, Llc | Nashville | TN | 07/2024 | Present |
UPTICK ENTERPRISES POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2013 ADDRESS: Washington, MO 63090 DESCRIPTION: Collect Rent CHAIRMAN CAPITAL LLC POSITION: Member NATURE: Development Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: Bernard & North Park, United States DESCRIPTION: I set up this LLC to develop undeveloped property and manage rental investments. WASHINGTONS LION CLUB POSITION: 1st Vice President NATURE: Community Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2025 ADDRESS: PO Box 1393, Washington, MO DESCRIPTION: Serve on board of directors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-22 |
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