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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-13 |
| CA | RA | APPROVED | 2020-08-07 |
Branch Locations
17592 E 17Th Street Suite 110, Tustin, CA 92780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | Present |
| Spx Corporation | Charlotte | NC | 02/2005 | 03/2020 |
Foothills Communities Association North Tustin, CA Start date: 1/1/2026 Board of Directors Hours per week: 0 Hours during trading: 0 Help the association with membership increase and make decisions to support our community. While I do not plan to handle money, it is possible I might be given a check to hand to our treasurer. * Financial Services Firm Saint Louis, MO Start date: 3/30/2020 Financial Advisor Hours per week: 50 Hours during trading: 40 Financial Advising * SMRFI, LLC Type of business: Real Estate and Investments Costa Mesa, CA Start date: 7/1/2017 Administrative Support Hours per week: 4 Hours during trading: 0 Desc: Administrative support to SMRFI, LLC in collecting rent, resolving maintenance issues, etc. Not an actual employee. 1099 tax form. * Cottonwood Rental Property Type of business: Rental Property Orange, CA Start date: 2/20/2015 Owner Hours per week: 0 Hours during trading: 0 Maintain property * WLG LLC Type of business: Real Estate Holding Costa Mesa, CA Start date: 2/10/2010 Shareholder Hours per week: 2 Hours during trading: 0 1 of 2 owner/members. LLC holds real estate for rental income purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-11 |
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