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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| NC | RA | APPROVED | 2022-07-08 |
Branch Locations
130 Harbour Place Drive Suite 130, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group Inc | Charlotte | NC | 08/2018 | 10/2019 |
| Pnc | Pittsburgh | PA | 05/2017 | 08/2017 |
| Ohio University | Athens | OH | 08/2013 | 12/2017 |
| Anchor Consultants | Columbus | OH | 01/2018 | 06/2018 |
| The Crystal | Athens | OH | 08/2015 | 12/2017 |
| E*Trade Securities Llc | Charlotte | NC | 10/2019 | 07/2020 |
| E*Trade Capital Management Llc | Charlotte | NC | 10/2019 | 07/2020 |
| E*Trade Securities Llc | Charlotte | NC | 07/2020 | 07/2022 |
| E*Trade Capital Management Llc | Charlotte | NC | 07/2020 | 07/2022 |
| Edward Jones | St Louis | MO | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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