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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-09 |
| MO | RA | APPROVED | 2024-11-12 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Elmhurst, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Elmhurst | IL | 06/2009 | 10/2018 |
| Invesco | Downers Grove | IL | 11/2018 | 05/2019 |
| Morningstar | Chicago | IL | 06/2019 | 10/2019 |
| Innovator Capital Management, Llc | Wheaton | IL | 11/2019 | 11/2022 |
| Foreside Fund Services, Llc | Wheaton | IL | 11/2019 | 11/2022 |
| Edward Jones | St Louis | MO | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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