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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-14 |
Branch Locations
13803 Madera Run Pkwy Suite 301, Humble, TX 77346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questback, Inc | The Woodlands | TX | 06/2019 | 07/2020 |
| Sumtotal Systems | Nashua | NH | 06/2018 | 06/2019 |
| Obsidian | Houston | TX | 01/2012 | 06/2018 |
| Edward Jones | St. Louis | MO | 02/2022 | 07/2022 |
| Fidelity Investments/Personal & Workplace Advisors | Baytown | TX | 07/2020 | 01/2022 |
| Marcontell Wealth Management | Mont Belvieu | TX | 07/2022 | 02/2025 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-17 |
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