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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-05 |
| WA | RA | APPROVED | 2025-11-12 |
Branch Locations
140 Lakeside Ave Suite 312, Seattle, WA 98122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2025 | Present |
| U.S. Bank | Bellevue | WA | 03/2022 | 09/2025 |
| Ups | Issaquah | WA | 12/2021 | 01/2022 |
| Focuspoint Solutions | Portland | OR | 05/2020 | 11/2021 |
| Ced Greentech | Portland | OR | 09/2018 | 04/2020 |
| U.S. Bank | Portland | OR | 03/2017 | 08/2018 |
| Valic | Portland | OR | 05/2016 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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