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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| MA | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Investment Management | Boston | MA | 01/2017 | 02/2023 |
| University Of New Hampshire | Durham | NH | 08/2012 | 12/2016 |
| John Hancock Investment Management | Boston | MA | 04/2023 | 10/2024 |
| Edward Jones | St. Louis | MO | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-24 |
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