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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Clayton | MO | 10/2013 | 11/2017 |
| U.S. Bancorp Investments, Inc. | St. Louis | MO | 12/2017 | 03/2021 |
| Tcfg Insurance Solutions, Llc | Laguna Niguel | CA | 03/2021 | 08/2022 |
| Wells Fargo Advisors Financial Network, Llc | St Louis | MO | 07/2023 | 06/2024 |
| Unemployed | Weldon Spring | MO | 08/2022 | 07/2023 |
| Edward Jones | St. Louis | MO | 08/2024 | Present |
| Unemployed | Weldon Springs | MO | 06/2024 | 08/2024 |
| Wells Fargo Clearing Services | St Louis | MO | 01/2026 | Present |
| Unemployed | Weldon Spring | MO | 07/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-13 |
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