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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
5164 Normandy Park Drive Suite 275, Medina, OH 44256-5901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel Welker Rental | Cleveland | OH | 11/2007 | 03/2025 |
| Access Distribution Partners, Llc | Chicago | IL | 03/2014 | 10/2016 |
| Foreside Fund Services, Llc | Chicago | IL | 04/2014 | 10/2016 |
| North Point Portfolio Managers Corporation | Orange | OH | 11/2016 | 06/2021 |
| Edward Jones | St. Louis | MO | 03/2025 | Present |
| Huntington Private Bank | Westlake | OH | 07/2021 | 03/2025 |
Condo Rental Type of business: Rental Property Cleveland, OH Start date: 10/1/2007 Owner Hours per week: 1 Hours during trading: 1 Desc: Collect rent, maintain property when needed * *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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