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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-22 |
| IL | RA | APPROVED | 2016-07-29 |
Branch Locations
611 Rollingwood Dr Suite 1, Shorewood, IL 60404-0665 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2016 | Present |
Illinois State Alliance of YMCAs Decatur, IL Start date: 10/27/2020 Investment Committee Member Hours per week: 0 Hours during trading: 0 The Investment Committee is responsible for ongoing review of alliance fund investments and recommendations to enhance the quality and future sustainability of the alliance. * Guardian Angel Community Services Joliet, IL Start date: 8/1/2021 Board of Directors Hours per week: 0 Hours during trading: 0 I serve on the Investment Committee and the Board Directors. *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-17 |
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