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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-28 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortigent, Llc | Fort Mill | SC | 06/2006 | 06/2024 |
| Lpl Financial Llc | Fort Mill | SC | 04/2012 | 06/2024 |
| Edward Jones | St. Louis | MO | 04/2026 | Present |
| Helix Alternative Technologies Inc. | Boulder | CO | 07/2024 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-22 |
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