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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-03 |
Branch Locations
255 West Napa Street Suite B, Sonoma, CA 95476 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leerink Swann Llc | San Francisco | CA | 06/2013 | 01/2017 |
| Edward Jones | St. Louis | MO | 10/2025 | Present |
| Self Employed | Novato | CA | 01/2025 | 09/2025 |
| Verdant Power Inc. | Novato | CA | 03/2022 | 01/2025 |
| Self Employed | Novato | CA | 02/2017 | 02/2022 |
Verdant Power Inc. Type of business: renewable energy New York, NY Start date: 11/1/2009 Director Hours per week: 1 Hours during trading: 1 Desc: I participate in periodic Board calls focused on strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-03 |
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