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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED_RES | 2026-02-16 |
Branch Locations
27 S Pleasantburg Dr Suite 50, Greenville, SC 29607 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2004 | 08/2017 |
| Charles Schwab | Greenville | SC | 08/2017 | 11/2025 |
| Edward Jones | St. Louis | MO | 02/2026 | Present |
| Unemployed | Simpsonville | SC | 11/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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