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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| CA | RA | APPROVED | 2025-04-07 |
Branch Locations
801 Orange Ave Suite 207, Coronado, CA 92118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversyfund | San Diego | CA | 11/2017 | 12/2018 |
| Fbn Securities | New York City | NY | 12/2015 | 10/2017 |
| Self-Employed | Coronado | CA | 01/2019 | 08/2024 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 09/2024 | 09/2024 |
| Edward Jones | St Louis | MO | 04/2025 | Present |
| Self Employed | Coronado | CA | 10/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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