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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-14 |
| CA | RA | APPROVED | 2025-10-07 |
Branch Locations
2 Lower Ragsdale Dr Suite 230, Monterey, CA 93940 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2022 | 02/2023 |
| Rabobank N.A. | Salinas | CA | 09/2017 | 03/2019 |
| Jp Morgan Chase | Salinas | CA | 01/2016 | 07/2017 |
| Edward Jones | St Louis | MO | 04/2019 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Salinas | CA | 07/2023 | 09/2023 |
| Wells Fargo Bank, Na | Salinas | CA | 06/2023 | 09/2023 |
| Unemployed | Salinas | CA | 03/2023 | 05/2023 |
| Fidelity Investments | Westlake | TX | 09/2023 | 09/2025 |
| Edward Jones | St Louis | MO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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