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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-16 |
Branch Locations
2100 Crescent Ave Suite 150, Charlotte, NC 28207-1588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Financial | Charlotte | NC | 03/2017 | 07/2018 |
| Axa Advisors | Charlotte | NC | 01/2016 | 03/2017 |
| Horizon Investments Llc | Arlington | VA | 07/2018 | 06/2025 |
| Quasar Distributors Llc | Arlington | VA | 07/2018 | 06/2025 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
Lemon Jelly LLC Type of business: Purchasing Life Ins. settlements Charlotte, NC Start date: 8/7/2020 LPT Hours per week: 0 Hours during trading: 0 0 Mango Manor, LLC. Type of business: Limited Liability Corporation Charlotte, NC Start date: 7/14/2023 Member Hours per week: 0 Hours during trading: 0 Passive part owner of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-01 |
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