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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| CA | RA | APPROVED | 2024-07-20 |
Branch Locations
600 Mc Donald Avenue Suite 100, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Life Christian Fellowship | Petaluma | CA | 10/2016 | 11/2018 |
| Apple | Santa Rosa | CA | 11/2016 | 11/2018 |
| Cross Check | Petaluma | CA | 07/2015 | 09/2016 |
| Edward Jones | St Louis | MO | 07/2024 | Present |
| Preservation Wealth | Novato | CA | 11/2018 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-16 |
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