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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insuranc Company/Nylife Securities | San Antonio | TX | 08/2012 | 07/2017 |
| Lpl Financial Llc | Seguin | TX | 07/2017 | 10/2022 |
| First United Bank & Trust | Seguin | TX | 06/2017 | 10/2022 |
| Edward Jones | St Louis | MO | 10/2022 | Present |
| Independent Health Insurance Agent | Seguin | TX | 08/2015 | 09/2022 |
1)7/24/17- Non-Variable Insurance- Agent - GROUP, HEALTH, MEDCAL, DISABILITY, LTC - Inv. Related- at reported business location(s)- start date 2013- 5% 2)7/24/17- Hilltop Holdings Inc- Real Estate Rental- Inv. Related- New Braunfels, TX- start date 1994- 0% 3) 09/18/2017-First United Investment Services-Investment related-At reported business location(s)-DBA for LPL Business (entity for LPL business)-start 09/11/2017-Hours per month 160/hours during trading 120 Various insurance companies Seguin, TX Start date: 8/1/2015 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Hilltop Holdings Inc Type of business: real estate holding company New Braunfels, TX Start date: 1/1/1994 Secretary Hours per week: 0 Hours during trading: 0 Desc: no current responsibilities as company is inactive other than reviewing annual financials and tax returns we still have to file. Texas Ski Ranch LP Type of business: sports complete New Braunfels, TX Start date: 5/1/2001 LPT Hours per week: 0 Hours during trading: 0 None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-15 |
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