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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Overmont Consulting, Llc | Houston | TX | 03/2016 | 03/2017 |
| Whitley Penn, Llc | Houston | TX | 03/2016 | 12/2017 |
| Unemployed | Houston | TX | 01/2018 | 03/2018 |
| Fmi Capital Advisors, Inc. | Houston | TX | 03/2018 | 02/2019 |
| The Investment Banking Institute | Houston | TX | 02/2019 | 04/2020 |
| The Fitzpatrick Group/Ohio National | Houston | TX | 04/2020 | 04/2021 |
| Woodbury Financial Services/Osaic Wealth, Inc. | Houston | TX | 04/2021 | 04/2024 |
| Lpl Financial | Houston | TX | 04/2024 | 11/2025 |
| Edward Jones | St. Louis | MO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-21 |
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