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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-23 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | St. Louis | MO | 07/2023 | Present |
| Wells Fargo Clearing Services | St. Louis | MO | 01/2025 | Present |
| Charles Schwab | St. Louis | MO | 01/2021 | 07/2023 |
| Td Ameritrade | St. Louis | MO | 03/2019 | 01/2021 |
| C2Fo | Leawood | KS | 01/2018 | 03/2019 |
| Sungevity | Kansas City | MO | 12/2016 | 01/2018 |
| Sungevity | Kansas City | MO | 10/2015 | 12/2016 |
Name: Three Lakes Capital; Investment Related: Yes; Address: 476 Old Smizer Mill Rd. Fenton, MO 63026; Nature: Owns and operates Perryville Mobile Home Park in Perryville, MO; Position: Co-owner with my spouse; Title: N/A; Start Date: October 2023; Hours per month: 10; Hours per month during securities trading hours: 0; Duties: Coordinate with park manager and maintenance employee on site, generate water bills, financial analysis, miscellaneous ad hoc tasks (e.g. onboarding new tenants, coordinate plumbing, landscaping, etc. as needed)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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