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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| MI | RA | APPROVED | 2019-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Mount Pleasant | MI | 11/2008 | 08/2019 |
| Isabella Bank And Trust | Mount Pleasant | MI | 11/2008 | 08/2019 |
| Raymond James Financial Services Advisors Inc | Mount Pleasant | MI | 01/2014 | 08/2019 |
| Edward Jones | St Louis | MO | 08/2019 | Present |
Brown Corners Church Clare, MI Start date: 1/15/2018 Financial Peace Coordinator Hours per week: 0 Hours during trading: 0 Desc: Coordinate and facilitate Financial Peace University as hosted by Dave Ramsey and his company. Coordinate meetings and distribute educational information that is provided to participants from Dave Ramsey and his companies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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