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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-29 |
| VA | RA | APPROVED | 2026-04-08 |
Branch Locations
9102 Rutland Greens Way Ste C, Mechanicsville, VA 23116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2026 | Present |
| Bmo Bank | Madison | WI | 01/2020 | 12/2025 |
| Fleet Farm | Deforest | WI | 11/2019 | 01/2020 |
| Triad Hybrid Solutions, Llc/Triad Advisors Llc | Vienna | VA | 05/2019 | 07/2019 |
| Unemployed | Falls Church | VA | 08/2019 | 10/2019 |
| Spire Investment Partners Llc/Spire Wealth Management Llc | Mclean | VA | 04/2018 | 05/2019 |
| Capital Group/American Funds | Norfolk | VA | 03/2016 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-08 |
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