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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2022 | 03/2024 |
| Volm Companies | Antigo | WI | 09/2021 | 05/2022 |
| Lusa Associates | Antigo | WI | 06/2021 | 09/2021 |
| Woodbury Custom Homes | Wausau | WI | 01/2021 | 06/2021 |
| The Budget Nerd Llc | Waupaca | WI | 09/2018 | Present |
| Thrivent Financial | Antigo | WI | 03/2019 | 07/2019 |
| Covantage Credit Union | Antigo | WI | 01/2017 | 06/2018 |
| Agropur | Weyauwega | WI | 04/2014 | 01/2017 |
| Edward Jones | St Louis | MO | 03/2024 | Present |
"The Budget Nerd LLC Type: Bookkeeping/Budgeting service Date: 01/01/21 Title: Owner Trad Hrs: 0 Tot Hrs: 0 Desc: I no longer provide bookkeeping services, but I do provide budgeting tools to friends and family, like spreadsheets and workbooks, to help them manage their budgets. City-State: Waupaca WI" *****
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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