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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-01 |
| FL | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-08 |
| MA | RA | APPROVED | 2025-09-02 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
111 N. Olive Avenue Suite 201, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Braintree | MA | 11/2017 | 11/2020 |
| Fidelity Investments | New York | NY | 06/2011 | 09/2017 |
| Fidelity Investments | Chestnut Hill | MA | 11/2020 | 03/2021 |
| Northwestern Mutual | Boston | MA | 02/2021 | 08/2021 |
| Citizens Financial Group | Westwood | MA | 09/2021 | 08/2025 |
| Edward Jones | St. Louis | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-18 |
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