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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
9700 Village Center Drive Suite 150, Granite Bay, CA 95746-0000 • 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 |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 10/2014 | 01/2017 |
| Franklin Distributors, Llc/Franklin Templeton Financial Services | Rancho Cordova | CA | 02/2017 | 12/2024 |
| Edward Jones | St. Louis | MO | 12/2024 | Present |
JDR Artworks Type of business: Art Orangevale, CA Start date: 2/1/2016 Owner/Artist Hours per week: 5 Hours during trading: 0 Commissioned Art and Art Shows Jt Owner with my wife Type of business: Investment Rental Property Carmichael, CA Start date: 5/28/2026 Owner Hours per week: 5 Hours during trading: 0 Renting and Maintaining the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-23 |
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