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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-12 |
| IL | RA | APPROVED | 2019-04-18 |
Branch Locations
1132 S Wabash Ave Suite 606, Chicago, IL 60605-2326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | Present |
| Self Employed | Chicago | IL | 01/2015 | 01/2019 |
Excelsior Partners, LP Type of business: Limited Partnership Kenilworth, IL Start date: 6/1/1999 Hours per week: 0 Hours during trading: 0 LPT *************** "The Columbian Condominium Association Type: Date: 01/01/20 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: management and operations oversight City-State: Chicago IL"
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-07 |
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