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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 05/2020 | 01/2021 |
| Benedictine College | Atchison | KS | 08/2019 | 05/2020 |
| Clubhouse Llc | Tacoma | WA | 05/2019 | 08/2019 |
| Benedictine College | Atchison | KS | 08/2018 | 05/2019 |
| Pro Finish Paint And Drywall | O'fAllon | IL | 05/2018 | 08/2018 |
| Johnny Mac's Sporting Goods | Swansea | IL | 08/2015 | 08/2018 |
| Charles Schwab & Co., Inc. | Columbus | OH | 01/2021 | 05/2023 |
| Charles Schwab Bank, Ssb | Columbus | OH | 01/2022 | 05/2023 |
| Fidelity Investments | Chesterfield | MO | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-99642|OrgNmn:H&G Realty |Org Addr:St. Charle,Missouri,US|OBA Nature:Residential rental real estate|Invst Rel:Y|Title:Owner member of a LLC (H&G Realty|Duties:Mainly a passive investor - my partner coordinates the majority of business activity and updates me on progress or consults with me in various|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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