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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED | 2025-10-24 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | St. Louis | MO | 08/2012 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
NEW CITY SCHOOL POSITION: Trustee NATURE: Non-for-profit elementary school INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2025 ADDRESS: Saint Louis, MO 63108, United States DESCRIPTION: Serve on the Board of Trustees MCS RE VENTURES LLC POSITION: Member NATURE: This is my sole-member LLC, in which I invest in Passive Real Estate with. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2025 ADDRESS: Webster Groves, MO 63119, United States DESCRIPTION: I manage the investments of this LLC, which are only Passive Real Estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-22 |
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