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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-02 |
| AZ | RA | APPROVED | 2025-02-28 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
18655 N. Claret Drive Suite 305 Building B, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Phoenix | AZ | 09/2013 | 09/2019 |
| Mml Investors Services Llc | Denver | CO | 07/2012 | 02/2021 |
| Lpl Financial Llc | Phoenix | AZ | 03/2021 | 12/2023 |
| Tiaa | Phoenix | AZ | 01/2024 | 02/2025 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Goldbook Financial | Scottsdale | AZ | 09/2019 | 03/2020 |
"MassMutual Type: Date: 01/01/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Renewals City-State: Springfield MA" *****
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-26 |
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