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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-09 |
| NC | RA | APPROVED | 2013-07-22 |
Branch Locations
9739 Northlake Centre Pkwy Suite H, Charlotte, NC 28216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2012 | Present |
City Start Up Labs Type of business: Non Profit Charlotte, NC Start date: 12/6/2013 mentor Hours per week: 0 Hours during trading: 0 Serve as a mentor and business coach for at risk young adults. CSL is non profit that creates a new class of entrepreneurs by helping at risk young adults start businesses to solve the unemployment problem in the community at large. Small Business Blueprints Type of business: Consulting Charlotte, NC Start date: 3/3/2014 Business Coach and Mentor Hours per week: 0 Hours during trading: 0 Provide business coaching and advice The Omitt Trade School Charlotte, NC Start date: 1/1/2018 Board Member Hours per week: 0 Hours during trading: 0 Attend boards meeting and provide strategic council Infinity Point Mastermind Group Type of business: Exit Planning Group San Francisco, CA Start date: 4/1/2023 Member at large Hours per week: 0 Hours during trading: 0 Network and collaborate with a group of senior executives and consultants to generate referrals for small business clients. May offer the firm approved exit planning seminar located in Marketing Hub. Women's Business Center of Charlotte Type of business: Non Profit Charlotte, NC Start date: 8/1/2023 Instructor Hours per week: 0 Hours during trading: 0 Volunteer instructor teaching small classes in growing a business and how to write a business plan. Project Equity Type of business: Trade organization Tampa, FL Start date: 10/1/2023 Advisory Council Hours per week: 0 Hours during trading: 0 Member at large of on an Education Advisory council for employee ownership in the business community. Stagville Descendants Council Type of business: Non Profit Family Reunion Durham, NC Start date: 1/27/2024 Advisory Board Member Fundraise Hours per week: 0 Hours during trading: 0 Provide strategic counsel for fundraising and marketing Akili Group Type of business: Consulting Charlotte, NC Start date: 6/1/2025 Consultant Hours per week: 0 Hours during trading: 0 Provide strategic Planning and management consulting Exit Planning Institute Charlotte Chapter Charlotte, NC Start date: 3/1/2026 Member at Large Hours per week: 0 Hours during trading: 0 Attend board meetings and with ED to schedule educational content. Greenstone Financial LLC Type of business: LLC Chassell, MI Start date: 8/1/2025 owner Hours per week: 0 Hours during trading: 0 real estate llc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-12 |
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