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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
7733 Forsyth Blvd. Suite 1000, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Arnold | MO | 04/2016 | 05/2018 |
| St. Louis Pizza And Wings | St. Louis | MO | 05/2018 | 07/2021 |
| Tin Roof | St. Louis | MO | 05/2021 | 11/2022 |
| New York Life | El Paso | TX | 07/2021 | 06/2022 |
| Yelp | Scottsdale | AZ | 06/2022 | 09/2022 |
| Cooper Sandy Transportation Co | Milton | GA | 09/2022 | 09/2024 |
| Home Depot | Arnold | MO | 03/2023 | 10/2023 |
| Charles Schwab & Co., Inc. | Arnold | MO | 04/2023 | 10/2024 |
| Stifel, Nicolaus & Company, Incorporated (Org Id: 793) | Clayton | MO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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