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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| MI | RA | APPROVED | 2010-01-26 |
Branch Locations
714 North Main Street Suite 103, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2002 | Present |
Type of business: Family trust Washington Township, MI Start date: 3/1/2015 Trustee Hours per week: 0 Hours during trading: 0 Management of trust. Type of business: Community Foundation of Greater Rochester Rochester, MI Start date: 9/1/2017 Finance Committee Member Hours per week: 0 Hours during trading: 0 Along with the other board members determine the appropriate fund manager for the foundations endowment account. Meet on a quarterly basis to review fees, performance and overall direction of the fund. Type of business: Community Foundation of Greater Rochester Rochester, MI Start date: 8/15/2018 Trustee Hours per week: 0 Hours during trading: 0 Serve as a trustee on the board of directors of the foundation. The Community Foundation of Greater Rochester is committed to enhancing the quality of life for citizens in the Greater Rochester area by providing leadership in building community endowments and local grantmaking 3082 Land Contract Type of business: Sold a home on a land contract Rochester Hills, MI Start date: 10/1/2019 Owner Hours per week: 1 Hours during trading: 0 Collecting the payment from the homeowner on a monthly basis. 453 Fairgrove Land Contract Type of business: Land Contract on Property Romeo, MI Start date: 7/1/2025 Owner Hours per week: 0 Hours during trading: 0 Collect rent and monitor contract.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-28 |
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