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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-19 |
| NC | RA | APPROVED | 2022-07-01 |
Branch Locations
8410 Pit Stop Ct Nw Suite 110, Concord, NC 28027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Charlotte | NC | 01/2018 | 01/2019 |
| Kansas City Royals | Kansas City | MO | 11/2015 | 10/2017 |
| Dick's Sporting Goods | Concord | NC | 11/2017 | 01/2018 |
| Bank Of America Na/Merrill Lynch | Charlotte | NC | 01/2019 | 06/2022 |
| Edward Jones | St Louis | MO | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
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