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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
| SC | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2013 | 05/2017 |
| Sc State House - House Of Representatives | Columbia | SC | 03/2014 | 05/2017 |
| Protective Life Insurance Company | Charlotte | NC | 05/2016 | 06/2020 |
| Concourse Financial Group Securities Inc Fka Proequities, Inc. | Charlotte | NC | 08/2017 | 01/2022 |
| Protective Life Insurance Company | Charlotte | NC | 08/2017 | 10/2022 |
| Investment Distributors, Inc. | Charlotte | NC | 01/2022 | 10/2022 |
| Lord Abbett | Charlotte | NC | 10/2022 | 04/2024 |
| Edward Jones | St. Louis | MO | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-20 |
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