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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-28 |
| TN | RA | APPROVED | 2026-06-23 |
| MN | RA | APPROVED | 2025-08-19 |
| WA | RA | APPROVED | 2025-08-15 |
| NM | RA | APPROVED | 2025-08-07 |
| IL | RA | APPROVED | 2025-01-06 |
| MO | RA | APPROVED | 2024-12-02 |
| AZ | RA | APPROVED | 2024-11-22 |
| NC | RA | APPROVED | 2024-10-15 |
| KS | RA | APPROVED | 2024-10-14 |
| AL | RA | APPROVED | 2024-08-26 |
| FL | RA | APPROVED | 2024-07-17 |
| CA | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED_RES | 2024-05-16 |
Branch Locations
Albuquerque, NM • United States
12555 Manchester Road, St. Louis, MO 63131 • United States
201 Progress Parkway, Maryland Heights, MO 63043 • United States
760 Longleaf Blvd Suite C, Lawrenceville, GA 30046 • United States
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 |
|---|---|---|---|---|
| Dukes La Jolla | La Jolla | CA | 08/2016 | 04/2017 |
| Trulucks Steakhouse | San Diego | CA | 05/2017 | 12/2019 |
| Galaxy Taco | La Jolla | CA | 03/2018 | 11/2018 |
| Asurea | San Diego | CA | 07/2019 | 12/2019 |
| Family First Life | Carlsbad | CA | 11/2019 | 04/2020 |
| Amerilife Of California | Carlsbad | CA | 04/2020 | 12/2020 |
| Flemings Prime Steakhouse And Wine Bar | San Diego | CA | 11/2018 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 03/2021 | 04/2023 |
| Edward Jones | St. Louis | MO | 05/2024 | Present |
| Policy Engineer | San Diego | CA | 05/2023 | Present |
| Cetera Investor | San Diego | CA | 04/2021 | 12/2021 |
"Policy Engineer Type: 1099-life insurance Date: 05/02/24 Title: independent agent Trad Hrs: 0 Tot Hrs: 0 Desc: none, just 1099 until I receive the rest of my commissions from my prior employer City-State: Seal beach CA" ***** "Fleming's Type: restaurant Date: 11/01/18 Title: server Trad Hrs: 0 Tot Hrs: 5 Desc: waiting tables last day will be June 1st, 2024 City-State: San Diego CA" ***** "Policy Engineer Type: Date: 05/02/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Seal beach CA"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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