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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-26 |
| CA | RA | APPROVED | 2022-05-23 |
Branch Locations
3900 5Th Ave Suite 260, San Diego, CA 92103-3121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 03/2020 | 10/2021 |
| Le Red Balloon | San Diego | CA | 06/2012 | Present |
| Target | San Diego | CA | 09/2019 | 02/2020 |
| Bank Of America, N.A. | San Diego | CA | 06/2020 | 10/2021 |
| Edward Jones | St. Louis | MO | 05/2022 | Present |
"San Diego Model Management Type: Commercial Modeling Agency Date: 01/01/12 Title: Model Trad Hrs: 0 Tot Hrs: 0 Desc: Model for commercial print City-State: La Joll CA" **** "Le Red Balloon Type: Sole Proprietor Date: 12/01/13 Title: Owner / Sole Proprietor Trad Hrs: 0 Tot Hrs: 0 Desc: I coach individuals to negotiate for better compensation and terms - I do not give investment advice however, together, we determine their market value. I am also a speaker coach, corporate trainer and professional dev. coach. I model for an agency, City-State: San Diego CA"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-14 |
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