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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-25 |
Branch Locations
8455 Maryland Avenue Suite 100, Clayton, MO 63105-3646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St. Louis | MO | 03/2015 | 10/2023 |
| Edward Jones | St Louis | MO | 11/2023 | 04/2025 |
| Charles Schwab & Co., Inc. | Clayton | MO | 04/2025 | Present |
| Charles Schwab Bank | Clayton | MO | 04/2025 | Present |
1) Piper and Finch LLC | Investment Related:No||Printing/Publishing|N/A|2015-04-15|Less than 20|0|I am a signer on the Bank account of my wife's business in case of emergencies. I have no involvement outside of the ability to sign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
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