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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2025-01-08 |
| MN | RA | APPROVED | 2021-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Controls, Inc. | Miwaukee | WI | 02/2007 | 06/2021 |
| Equitable Advisors, Llc | New York | NY | 02/2021 | 06/2021 |
| Edward Jones | St Louis | MO | 06/2021 | Present |
Donald and Lorinda Patchin Family Trust Type of business: Farm Adair, IA Start date: 5/9/2024 Trustee Hours per week: 0 Hours during trading: 0 we manage approximately 100 acres of farmland in Iowa
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-27 |
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