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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-02 |
| AZ | RA | APPROVED | 2022-07-28 |
Branch Locations
5672 E State Rt 69 Suite 135, Prescott Valley, AZ 86314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banc Of America Investment Services, Inc. | Phoenix | AZ | 06/2004 | 04/2022 |
| Bank Of America | Phoenix | AZ | 06/2007 | 04/2022 |
| Edward Jones | St Louis | MO | 05/2022 | Present |
| Einwalter Consulting Services, Llc | Phoenix | AZ | 01/2007 | 06/2020 |
SOLID ROCK CHRISTIAN FELLOWSHIP Type: Date: 05/01/24 Title: FINANCE REVIEW FOR MISSIONS Trad Hrs: 0 Tot Hrs: 0 Desc: My duties for the missions team are: Review monthly finance reports, prepare and propose annual budget, explain proposed budget to elders. City-State: Prescott, AZ
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-27 |
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