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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
277 Rancheros Dr Suite 170, San Marcos, CA 92069 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2026 | Present |
| Yorkshire Wealth Management | San Diego | CA | 03/2024 | 03/2025 |
| Unemployed | San Diego | CA | 09/2020 | 03/2024 |
| Fedex Express | San Diego | CA | 11/2019 | 09/2020 |
| Kaiser Permanente | San Diego | CA | 08/2018 | 03/2019 |
| Techniart | San Diego | CA | 07/2013 | 06/2017 |
| Unemployed | San Diego | CA | 07/2017 | 07/2018 |
| Unemployed | San Diego | CA | 04/2019 | 10/2019 |
| Unemployed | San Diego | CA | 04/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-25 |
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