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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-01-12 |
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
3625 Page Blvd, St. Louis, MO 63113 • United States
101 N Kirkwood Rd, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | St Louis | MO | 10/2018 | 03/2020 |
| Mutual Of Omaha | Springfield | MO | 06/2018 | 08/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 07/2020 | 01/2023 |
| Employbridge | St. Louis | MO | 06/2018 | 08/2018 |
| Bank Of America, N.A. | Chesterfield | MO | 07/2020 | 01/2023 |
| J.P. Morgan Securities Llc | Kirkwood | MO | 01/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Kirkwood | MO | 01/2023 | Present |
| Unemployed | Clayton | MO | 04/2020 | 06/2020 |
| Unemployed | Clayton | MO | 09/2018 | 09/2018 |
| Unemployed | Clayton | MO | 08/2015 | 05/2018 |
| De Smet Jesuit High School | Creve Coeur | MO | 08/2022 | 11/2022 |
| De Smet Jesuit High School | St. Louis | MO | 08/2022 | Present |
Entity Name: De Smet Jesuit High School Investment related: No Address: 233 N New Ballas Rd, St. Louis, MO 63141 Nature of the other business: Sports Position/Title/Relationship: Employee/Contractor Start Date: 08/22/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Assistant Football Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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