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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-17 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
2000 Van Ness Ave Ste 714, San Francisco, CA 94109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade/Scottrade | San Mateo | CA | 03/2012 | 03/2018 |
| Merrill Lynch/Bank Of America | San Francisco | CA | 03/2018 | 03/2019 |
| Jp Morgan Chase Bank Na | San Francisco | CA | 04/2019 | 04/2023 |
| Edward Jones | St Louis | MO | 04/2023 | Present |
Rental Business Type: Real Estate Date: 09/03/18 Title: Landlord Trad Hrs: 0 Tot Hrs: 1 Desc: I own a 4-plex where I live in 1 unit and rent the other 3. I only spent about 4~ 5 hrs a month managing it. City-State: San Francisco CA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
| S66 | Uniform Combined State Law Examination | 2005-10-05 |
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