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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| IN | RA | APPROVED | 2023-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Greenwood | IN | 01/2016 | 06/2018 |
| Charles Schwab & Co., Inc. | Indianapolis | IN | 07/2018 | 11/2023 |
| Edward Jones | St Louis | MO | 12/2023 | Present |
The Clare Elyse Foundation Type of business: Non-Profit Zionsville, IN Start date: 2/18/2026 President Hours per week: 0 Hours during trading: 0 We have created a non-profit organization in honor of our daughter who was born still that serves to help families with the financial burdens that plague other families experiencing infant loss. My roles will be primarily reviewing applications and selecting grant recipients, but not handling funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-28 |
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