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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-26 |
Branch Locations
14300 New Halls Ferry Rd, Florissant, MO 63033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Chesterfield | MO | 06/2020 | 07/2020 |
| Meramec Valley Bank | Ellisville | MO | 05/2019 | 07/2019 |
| Western Oil Company | O'FAllon | MO | 12/2017 | 08/2018 |
| Rudy Beck Elder Lawfirm | St. Charles | MO | 03/2015 | 02/2017 |
| Ocac Baseball Organization | O'FAllon | MO | 04/2012 | 05/2019 |
| University Of Missouri-Columbia | Columbia | MO | 08/2016 | 05/2021 |
| Fidelity | Chesterfield | MO | 06/2021 | 12/2021 |
| Td Ameritrade/ Charles Schwab | Town And Country | MO | 01/2022 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 10/2024 | 11/2024 |
| Unemployed | O'FAllon | MO | 04/2024 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Louis | MO | 11/2024 | Present |
| Bank Of America, N.A. | Saint Louis | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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