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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
| GA | RA | APPROVED | 2024-06-20 |
Branch Locations
24 East Montgomery Crossroads, Savannah, GA 31406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2019 | 09/2022 |
| Facilicare | Savannah | GA | 06/2018 | 07/2018 |
| Georgia College | Milldegeville | GA | 08/2015 | 12/2016 |
| University Of Georgia | Athens | GA | 01/2017 | 08/2020 |
| Edward Jones | Savannah | GA | 06/2018 | 08/2018 |
| Monkey Joes | Savannah | GA | 05/2015 | 08/2017 |
| Law Offices Of John Lyndon | Athens | GA | 08/2017 | 05/2019 |
| Ubs Financial Services Inc | Philadelphia | PA | 10/2022 | 05/2024 |
| Edward Jones | St. Louis | MO | 05/2024 | Present |
Heads Up Guidance Services Savannah, GA Start date: 11/23/2024 Board Vice Chair Hours per week: 0 Hours during trading: 0 Act on the Executive Board of HUGS which is a non profit that advocates for affordable and accessible behavioral health counseling. Duties include attending monthly meetings and voting on key initiatives enacted by the BOD
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-11 |
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