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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-11 |
Branch Locations
5110 Park Road Suite 2 I, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Columbia | SC | 02/2015 | 05/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Columbia | SC | 02/2015 | 05/2021 |
| Charles Schwab & Co Inc | Charlotte | NC | 05/2021 | 10/2024 |
| Charles Schwab Bank | Charlotte | NC | 05/2021 | 10/2024 |
| Edward Jones | St Louis | MO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-06 |
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