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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-26 |
| NC | RA | APPROVED | 2024-09-16 |
Branch Locations
6807 B Knightdale Blvd, Knightdale, NC 27545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Distribution Company | Charlotte | NC | 06/2016 | 03/2017 |
| Brighthouse Securities, Llc | Charlotte | NC | 03/2017 | 07/2018 |
| Quasar Distributors, Llc | Milwaukee | WI | 07/2018 | 08/2020 |
| Horizon Investments | Charlotte | NC | 07/2018 | 08/2020 |
| Invesco | Atlanta | GA | 09/2020 | 08/2024 |
| Edward Jones | St. Louis | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-25 |
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