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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| WA | RA | APPROVED | 2025-02-07 |
Branch Locations
703 Lilly Road Ne Suite 200, Olympia, WA 98506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions | Olympia | WA | 06/2007 | 11/2019 |
| Prudential Financial | Olympia | WA | 12/2019 | 09/2020 |
| Key Investment Services | Olympia | WA | 09/2020 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tacoma | WA | 12/2021 | 01/2025 |
| Bank Of America, N.A. | Tacoma | WA | 02/2022 | 01/2025 |
| Josef Mccoy Insurance Agency Inc. | Lacey | WA | 01/2010 | 01/2021 |
| Edward Jones | St. Louis | MO | 01/2025 | Present |
Rental property Type of business: Rental home Texas City, TX Start date: 4/13/2022 Owner Hours per week: 0 Hours during trading: 0 Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-11 |
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