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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
| CA | RA | APPROVED | 2024-10-29 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Dallas, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Financial Services | West Des Moines | IA | 08/2016 | 01/2018 |
| Student | Des Moines | IA | 01/2018 | 03/2019 |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 05/2019 | 07/2020 |
| Chi Mercy Health Network | Des Moines | IA | 08/2021 | 02/2022 |
| Osaic Wealth (Formerly Known As Advisor Group) | Phoenix | AZ | 03/2022 | 10/2024 |
| Your Car Our Driver | Newport Beach | CA | 06/2024 | 12/2025 |
| Unity Point Health | Des Moines | IA | 07/2020 | 09/2020 |
| Us Department Of Veteran Affairs | Des Moines | IA | 09/2020 | 03/2021 |
| Unemployed While Obtaining Emt Certification | Des Moines | IA | 04/2021 | 07/2021 |
| Edward Jones | St. Louis | MO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
| S66 | Uniform Combined State Law Examination | 2007-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-11 |
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