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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-10 |
| IL | RA | APPROVED | 2023-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2023 | Present |
| Deerpath Capital | Chicago | IL | 12/2020 | 07/2023 |
| Wintrust Financial | Chicago | IL | 07/2018 | 12/2020 |
| Full-Time Education | Iowa City | IA | 08/2017 | 06/2018 |
| Bmo Harris | Chicago | IL | 06/2017 | 08/2017 |
| Full-Time Education | Iowa City | IA | 08/2016 | 06/2017 |
| Edward Jones | Kewanee | IL | 04/2015 | 10/2016 |
Williams 33, LLC Type: Investment Fund Vehicle Date: 01/14/22 Title: Limited Partner Trad Hrs: 0 Tot Hrs: 0 Desc: Limited Partner City-State: Sarasota IL * AG Direct Lending Fund VI Type of business: Private Debt Fund New York, NY Start date: 6/30/2025 Hours per week: 0 Hours during trading: 0 LPT * AG Direct Lending Fund V Type of business: Private Debt Fund New York, NY Start date: 1/15/2022 Hours per week: 0 Hours during trading: 0 LPT * AG Direct Lending Fund IV Type of business: Private Debt Fund New York, NY Start date: 10/15/2019 Hours per week: 0 Hours during trading: 0 LPT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-30 |
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