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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-11 |
| WI | RA | APPROVED | 2016-02-02 |
Branch Locations
6233 Bankers Rd Suite 10, Mount Pleasant, WI 53403-9700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2015 | Present |
Societies Assets Racine, WI Start date: 7/14/2023 Investment Board Member Hours per week: 0 Hours during trading: 0 attend quarterly meetings with the Investment Board, and Portfolio Manager. Provide insights that the investment activity in the accounts align with their Investment Policy statement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-12 |
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