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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2014 | Present |
Pont Properties LLC Type of business: Rentals Wildwood, MO Start date: 5/1/2014 Owner Hours per week: 0 Hours during trading: 0 Own/manage a rental property. * University of MO Columbia Personal Financial Planning Columbia, MO Start date: 10/5/2021 Board member Hours per week: 0 Hours during trading: 0 Serve on advisory board for mentorship and program considerations * The American College of Financial Services Type of business: Education King of Prussia, PA Start date: 6/1/2024 Adjunct Professor Hours per week: 0 Hours during trading: 0 Teach courses * Certified Financial Planner Board of Standards Type of business: Industry accreditation Washington DC, DC Start date: 1/1/2024 Business Model Council Member Hours per week: 1 Hours during trading: 1 Sit on the business model council, representing Edward Jones
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-17 |
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