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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-09 |
| MO | RA | APPROVED | 2023-03-22 |
| TX | RA | APPROVED | 2023-03-22 |
Branch Locations
6535 N Illinois St, Fairview Heights, IL 62208 • United States
2508 Green Mount Commons Dr, Belleville, IL 62221 • United States
190 Gravois Bluffs Cir, Fenton, MO 63026 • United States
1314 Jeffco Blvd, Arnold, MO 63010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 07/2019 | 03/2021 |
| Disys | Mclean | VA | 07/2019 | 10/2019 |
| Talent Bridge/Employee Relations Associates, Inc | Saint Louis | MO | 08/2018 | 07/2019 |
| Cardinal Buick Gmc | Belleville | IL | 03/2018 | 08/2018 |
| Gateway Buick Gmc | Hazelwood | MO | 09/2017 | 03/2018 |
| Kia Autosport Of Pensacola | Pensacola | FL | 07/2017 | 09/2017 |
| Schicker Ford | Union | MO | 10/2016 | 06/2017 |
| Citigroup Global Markets Inc | O'FAllon | MO | 03/2021 | 12/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2022 | 02/2023 |
| Fidelity Security Life Insurance Company | Kansas City | MO | 12/2021 | 03/2023 |
| Forrest T. Jones & Co, Inc. Dba Ftj Retirement Advisors | Kansas City | MO | 01/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Fenton | MO | 03/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Fenton | MO | 03/2023 | Present |
| Citigroup | O'FAllon | MO | 04/2021 | 12/2021 |
| Planmember Securities Corporation | Carpinteria | CA | 12/2021 | 02/2023 |
| Wells Fargo Na | St Louis | MO | 10/2019 | 03/2021 |
| Wells Advisors | St Louis | MO | 09/2019 | 03/2021 |
| Unemployed | St Louis | MO | 09/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
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