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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
1050 S Woods Mill Rd, Chesterfield, MO 63017 • United States
O'FAllon, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Chesterfield | MO | 01/2015 | 09/2017 |
| Edward Jones | St. Louis | MO | 09/2017 | 01/2020 |
| Mary Kay | Webster Groves | MO | 09/2015 | 08/2017 |
| Uber | San Francisco | CA | 08/2015 | 08/2017 |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 01/2020 | 11/2021 |
| U.S. Bancorp Investments, Inc. | Hazelwood | MO | 12/2021 | 02/2026 |
| U.S. Bank | Hazelwood | MO | 11/2021 | 11/2025 |
| U.S. Bancorp Advisors, Llc | Earth City | MO | 02/2026 | Present |
Mary Institute Country Day School (MICDS) Parent; Not Investment-related; St. Louis, MO; Volunteer Role-VP of parent engagement; Board Member; 02/20/2026; 01 hours/month; 0 hours/trading; Board member title is VP of parent engagement. The Parent Association Board and not the actual school board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-29 |
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