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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tio Juan Margaritas | Portsmouth | NH | 06/2008 | 07/2020 |
| Liberty Mutual | Augusta | ME | 09/2020 | 12/2020 |
| Raymond James Financial Services, Inc. | Augusta | ME | 12/2020 | 05/2023 |
| Edward Jones | St Louis | MO | 06/2024 | Present |
| Subway | Shelton | CT | 05/2023 | 06/2024 |
| Mendall Financial Group | Augusta | ME | 09/2021 | 05/2023 |
Rental Property Type of business: Property Rental Sidney, ME Start date: 6/3/2024 Financial Advisor Hours per week: 0 Hours during trading: 0 Desc: I have an in-law suite that is within my household. I currently rent it out * TBD Business Networking Type of business: B2B Networking Waterville, ME Start date: 1/7/2026 Chapter Director Hours per week: 1 Hours during trading: 1 Desc: Organize weekly meetings with attendees. There will be a weekly meeting held for networking. I will be on their website as chapter director. * Local Business Network Type of business: Networking Group Lewiston, ME Start date: 3/31/2026 Member Hours per week: 1 Hours during trading: 1 Meeting Attendance- membership only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-26 |
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