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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-11 |
| OR | RA | APPROVED | 2021-04-07 |
Branch Locations
2911 Tennyson Ave Suite 102, Eugene, OR 97408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2021 | Present |
| Springfield Police Department | Springfield | OR | 08/2011 | 01/2021 |
Kids First Type: Date: 04/09/24 Title: Finance/Investment Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Going over budgetary issues, discussing finance related items, and investment related items. This is a non-profit organization that serves children who are victims, or witnesses, to crime. City-State: Eugene OR * LED Holdings Type of business: Rental/Properties Eugene, OR Start date: 9/18/2017 Past Owner/Member Hours per week: 0 Hours during trading: 0 LLC is no longer active * K9 Training Springfield, OR Start date: 4/17/2021 K9 Trainer Hours per week: 20 Hours during trading: 0 Trainer * Oregon Police Canine Association Type of business: K9 Training Hillsboro, OR Start date: 9/1/2017 K9 Trainer Hours per week: 1 Hours during trading: 1 Desc: I occasionally assist with regional K9 training, certification, & K9 maintenance training, for Police K9 teams in Oregon. There are two K9 Seminars per year (Spring/Fall) & put on training scenarios to assist with K9 development. Volunteer position but may provide a lodging if out of the area. * Life Insurance Owned on Kyle Potter Type of business: N/A Eugene, OR Start date: 3/14/2025 N/A Hours per week: 0 Hours during trading: 0 Desc: Kyle Potter (Client) and I have a cross purchase insurance policy on each other due to co-owned property in Belize. Each of us have a policy on the other for 275K to cover the cost of the property and build. * The Club House BZE LLC Type of business: LLC / Property Rental Eugene, OR Start date: 1/5/2026 Organizer /Member Hours per week: 2 Hours during trading: 2 This is an LLC we created to run our Rental Property through. Rental Property is in Placencia Belize. Clients will likely rent this as well from time to time and cleared with Chaz (FSD). Rental Property - Belize Type of business: Rental Property Placencia, -- Start date: 1/22/2026 Owner Hours per week: 2 Hours during trading: 2 This is a vacation house we built and will rent it out while we are not using it. Clients will likely rent this as well from time to time and cleared with Chaz (FSD). We intend to use a property management company to take care of the rental aspect at this point.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-05 |
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