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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-11 |
Branch Locations
550 S Tryon St 40Th And 42Nd Fls, Charlotte, NC 28202 • United States
One N Jefferson Ave, St. Louis, MO 63103 • 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 |
|---|---|---|---|---|
| Us Tech Solutions | Jersey City | NJ | 06/2021 | 09/2021 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 06/2021 | Present |
| Uber Eats | St. Louis | MO | 05/2020 | Present |
| South Pointe Golf Club | Canonsburg | PA | 06/2018 | 08/2018 |
| Anderson Merchandisers | Pittsburgh | PA | 06/2020 | 08/2020 |
| Spherion | Canonsburg | PA | 08/2017 | 08/2017 |
| Fabulous Homemade Cookies | Canonsburg | PA | 11/2016 | 02/2017 |
| Washington And Jefferson College | Washington | PA | 08/2017 | 06/2021 |
| Canon Mcmillan School District | Canonsburg | PA | 01/2011 | 06/2017 |
UBER EATS, NOT INV RELATED, SAN FRANCISCO, CA, DELIVERY DRIVER, START 5/28/2020, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, DELIVERING FOOD. INSTACART; NOT INV RELATED; SAN FRANCISCO, CA; SHOPPER; START 12/02/2023; 16 HOURS PER MONTH; 0 HOURS DURING TRADING; SHOPPER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
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