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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-06 |
| TX | RA | APPROVED | 2019-09-17 |
| IL | RA | APPROVED | 2017-11-16 |
Branch Locations
6810 N Knoxville Ave, Peoria, IL 61614 • United States
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loyola University Chicago | Chicago | IL | 08/2008 | Present |
| Robert W. Baird | Peoria | IL | 10/2011 | 11/2017 |
| Wells Fargo Clearing Services Llc | Peoria | IL | 11/2017 | Present |
PEORIA PUBLIC SCHOOL FOUNDATION, INV RELATED, PEORIA, IL, TREASURER, START 6/7/2023, 1 HOUR PER MONTH, .5 HOURS DUIRNG TRADING, ZERO HOURS DURING TRADING, RECONCILE BANK STATEMENTS WITH BALANCE SHEET. ST. VINCENT DE PAUL SCHOOL; NON-INVESTMENT RELATED; PEORIA, IL; ATHLETIC DIRECTOR; START DATE 8/13/25; 20 HOURS A MONTH 0 DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-28 |
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