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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-06-18 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | St Louis | MO | 06/2018 | 06/2024 |
| Allied Construction Llc | Wentzville | MO | 05/2011 | 05/2018 |
| Grp | Wood River | IL | 01/2018 | 05/2018 |
| Lou Brock Mechanical | Clinton | TN | 03/2017 | 12/2017 |
| Iss Insulation | St Louis | MO | 01/2017 | 08/2017 |
| Pro Insulation | St Peters | MO | 01/2015 | 01/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2023 | Present |
1) DM Investments | Investment Related:No|Rental Services (Other than Real Estate)|Owner|3/1/2013|Less than 20|0.000000|I own a commercial property and am responsible for its ongoing management. This includes collecting rent from tenants, coordinating and overseeing contracted repairs and maintenance, paying property-related expenses, and managing vendor relationships. I also handle tenant relations, including sourcing and onboarding new tenants when leases expire or vacancies occur. Overall, my role involves standard commercial property ownership and management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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