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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| OR | RA | APPROVED | 2021-06-21 |
Branch Locations
5605 Inland Shores Way North Suite 104, Keizer, OR 97303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Albany | OR | 06/2019 | 09/2020 |
| Smooth Moves Llc | Lebanon | OR | 10/2018 | 04/2020 |
| R&R Lawn Care | Lebanon | OR | 04/2012 | 08/2018 |
| Linn Benton Community College | Albany | OR | 09/2016 | 08/2018 |
| Western Oregon University | Monmouth | OR | 09/2018 | 03/2020 |
| 529 Properties Llc | Lebanon | OR | 11/2019 | 06/2021 |
| Edward Jones | Keizer | OR | 06/2021 | Present |
529 Properties Type of business: Rental Property Lebanon, OR Start date: 11/12/2019 Owner Hours per week: 0 Hours during trading: 0 Desc: I have a property management company do most all things having to deal with my single family rental property. I only check on the house periodically when needed 529 Properties LLC Type of business: Rental Property Salem, OR Start date: 11/12/2019 Owner Hours per week: 0 Hours during trading: 0 Management of property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-10 |
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