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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-12 |
| OH | RA | APPROVED | 2007-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Oberlin | OH | 01/1998 | Present |
Patricia Lindley Performing Arts Center Wellington, OH Start date: 1/1/2015 Trustee Hours per week: 0 Hours during trading: 0 One of 3 Trustees responsible for overseeing the operations of the performing arts center. Hiring program manager, approving budgets, making recommendations for expenditures to the Wellington School Endowment Board. * Homeland Farms LLC Type of business: Land holding company Wellington, OH Start date: 6/12/2015 owner Hours per week: 0 Hours during trading: 0 This was an LLC that was set up in 2015 to hold any farm property that I may purchase. It did not hold any land until the beginning of this year. The farm property listed on my outside activity report for St rt 60 S and New London Section Line rd. * New Legacy Farms Partnership Type of business: Farming Wakeman, OH Start date: 7/1/2019 Part owner Hours per week: 10 Hours during trading: 0 Help when possible on grain farming operation. * Wellington School Endowment Board Wellington, OH Start date: 1/1/2014 Board Member Hours per week: 0 Hours during trading: 0 As a board we decide where and to whom endowment funds are used. * St Patrick Catholic Church Wellington, OH Start date: 1/1/2007 Finance committee Hours per week: 0 Hours during trading: 0 Help give the Priest a sounding board for how to maintain a financially stable church
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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