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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2018-12-12 |
Branch Locations
2120 Golden Hill Rd Ste 101, Paso Robles, CA 93446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2011 | Present |
Rental Property Templeton, CA Start date: 6/1/2021 Owner Hours per week: 0 Hours during trading: 0 Desc: Purchased Rental Property Rotary Club of Paso Robles Paso Robles, CA Start date: 3/6/2025 Investment Committee Hours per week: 0 Hours during trading: 0 Desc: I am the co-chair and 1 of 5 members of the Investment Committee to review the Investments of the Scholarship Fund. We make recommendations on the portfolio allocation. Changes are made by majority vote. The securities are managed with an independent firm. I do not handle deposits or withdrawals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-28 |
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