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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Fort Worth | TX | 02/2016 | 03/2017 |
| Edward Jones | St. Louis | MO | 03/2017 | 10/2017 |
| Td Ameritrade, Inc. | Westlake | TX | 10/2017 | Present |
| Td Ameritrade Investment Management, Llc | Westlake | TX | 11/2017 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | Present |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2022 | Present |
| Edward Jones | St Louis | MO | 01/2024 | Present |
A&J Property Ventures LLC Type: Rental Property Date: 01/21/25 Title: Owner Trad Hrs: 1 Tot Hrs: 1 Desc: Owner of rental property. Do not manage property, have 3rd party property manager that will manage property City-State: Haslet TX * Steel Link, LLC Type of business: Construction Boyd, TX Start date: 2/25/2026 Co-Founder Hours per week: 4 Hours during trading: 1 Ensuring operations of business, not finance related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-08 |
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