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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| NV | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2025-01-03 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Carson City, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bloom Advisors | Farmingron Hills | MI | 01/2015 | 04/2019 |
| Unemployed | Carson City | NV | 05/2019 | 07/2019 |
| Jpmorgan Chase Bank N.A. | Carson City | NV | 08/2019 | 02/2020 |
| Unemployed | Carson City | NV | 02/2020 | 06/2020 |
| Aig Retirement (Valic) | Carson City | NV | 07/2020 | 04/2021 |
| Triad Advisors(Obsidian Planning Solutions ) | Carson City | GA | 04/2021 | 02/2022 |
| Alight Financial Solutions | Lincolnshire | IL | 02/2022 | 12/2024 |
| Edward Jones | St. Louis | MO | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-21 |
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