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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-20 |
| NC | RA | APPROVED | 2023-05-17 |
Branch Locations
305 E Union St Suite A-125, Morganton, NC 28655 • United States
222-C Harper Avenue Northwest, Lenoir, NC 28645 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2023 | Present |
| Bank Of America | Charlotte | NC | 04/2014 | 03/2023 |
Thrive (formerly Caldwell Senior Center) Lenoir, NC Start date: 11/20/2024 Board Member - Finance Chair Hours per week: 0 Hours during trading: 0 Desc: Meeting with board 1x/every 2 months. Help make decisions to organize events and sponsorships for the senior center. Volunteer at events. Discuss daily operations of the center with the executive director, including financial operations/budget. Present budget to board at meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
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