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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-12-07 |
| TX | RA | APPROVED | 2023-12-04 |
Branch Locations
3520 Village Drive Suite 400, Lincoln, NE 68516-4799 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Lincoln | NE | 04/2013 | 11/2023 |
| Edward Jones | St Louis | MO | 12/2023 | Present |
UFS Holding, LLC Type: LLC that owns a building Date: 08/15/16 Title: Member Trad Hrs: 0 Tot Hrs: 0 Desc: None. I am also exiting this LLC soon, sometime in December. City-State: Lincoln NE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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