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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-14 |
Branch Locations
8601 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253 • United States
One N Jefferson Ave, St. Louis, MO 63103 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Early Warning Llc | Scottsdale | AZ | 07/2017 | 03/2018 |
| Lpl Financial | San Diego | CA | 03/2018 | 12/2020 |
| Wells Fargo Advisors Financial Network, Llc | Scottsdale | AZ | 05/2023 | Present |
| Svb Bank | Phoenix | AZ | 01/2021 | 05/2023 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2005 | 07/2017 |
CO-TRUSTEE FOR PARENT'S TRUST, INV RELATED, SUN CITY, AZ, TRUSTEE; START: 5/24/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING. CO-TRISTEE FOR PARENTS TRUST | ST. VINCENT DEPAUL; NOT INV RELATED;PHOENIX,AZ; COMMUNITY SUPPORT; START DATE: 03/21/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-10 |
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