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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-09-30 |
| WA | RA | APPROVED | 2024-09-27 |
Branch Locations
8382 N Wayne Dr Suite 103A, Hayden, ID 83835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc.(Agp Wealth Advisors) | Renton | WA | 03/2013 | 12/2018 |
| Bank Of America, N.A. | Spokane | WA | 01/2019 | 11/2021 |
| Lpl Financial Llc | Spokane | WA | 11/2021 | 12/2023 |
| First Interstate Bank | Spokane | WA | 11/2021 | 12/2023 |
| Edward Jones | St. Louis | MO | 09/2024 | Present |
| Merrill Lynch | Spokane | WA | 12/2018 | 11/2021 |
| 509 Wealth Management | Spokane | WA | 04/2024 | 09/2024 |
| Unemployed | Spokane | WA | 12/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-04 |
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