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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| WA | RA | APPROVED | 2026-08-07 |
Branch Locations
3110 Sumner Tapps Hwy E Ste B, Lake Tapps, WA 98391 • United States
12555 Manchester Road, St. Louis, MO 63131 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 04/2021 | 07/2026 |
| Bank Of America, N.A. | Bonney Lake | WA | 06/2019 | 04/2021 |
| Allstate Insurance | Edgewood | WA | 06/2018 | 06/2019 |
| Nampa Insurance Inc | Nampa | ID | 03/2016 | 06/2018 |
| Bank Of America, N.A. | Bonney Lake | WA | 06/2021 | 07/2026 |
| Edward Jones | St Louis | MO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-16 |
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