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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-04 |
| IN | RA | APPROVED | 2023-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Goshen | IN | 03/2014 | 02/2017 |
| Interra Credit Union (Dba Interra Investments Through Lpl Fin) | Goshen | IN | 02/2017 | 05/2023 |
| Edward Jones | St Louis | MO | 05/2023 | Present |
Fairfield Community Schools Type of business: Public Education Goshen, IN Start date: 1/1/2021 Board Member (Secretary) Hours per week: 3 Hours during trading: 1 Serve as elected member of the Fairfield Community School Board. We have 1 public meeting per month and occasionally have a executive sessions as needed to discuss certain personnel and school property matters. * Berkshire Office LLC Type of business: Commercial Real Estate Manage Goshen, IN Start date: 2/6/2026 Trustee Hours per week: 1 Hours during trading: 0 Currently, no building is owned and there is no lease income. The LLC has been created and I will manage the property eventually owned by the LLC. *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-17 |
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