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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-03 |
| NH | RA | APPROVED | 2022-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Venice | FL | 02/2016 | 09/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 09/2016 | 04/2017 |
| Breiter Capital Management, Inc. | Bradenton | FL | 04/2017 | 07/2018 |
| Morgan Stanley | Naples | FL | 07/2018 | 04/2020 |
| Fidelity Brokerage Services Llc | Nashua | NH | 05/2020 | 11/2021 |
| Citizens Securities | Windham | NH | 11/2021 | 11/2022 |
| Edward Jones | St Louis | MO | 11/2022 | Present |
Live Nation / BankNH Pavilion Type of business: Concert Venue Gilford, NH Start date: 5/14/2025 Security Hours per week: 5 Hours during trading: 0 check tickets and direct patrons where to go Cari Lamontagne Type of business: perform marriage ceremonies Meredith, NH Start date: 1/18/2022 Ordained Minister Hours per week: 0 Hours during trading: 0 perform marriage ceremonies. I do not charge a fee for this service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-14 |
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