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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| CA | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Na | Tracy | CA | 06/2019 | 04/2021 |
| Rudolph And Sletten Inc. | Stockton | CA | 05/2018 | 08/2018 |
| Sodexo | Spokane | WA | 08/2016 | 04/2019 |
| St. Paul's Lutheran Church | Tracy | CA | 05/2017 | 08/2017 |
| Gonzaga University | Spokane | WA | 08/2016 | 05/2019 |
| Bella Vista Christian Academy | Tracy | CA | 05/2014 | 08/2017 |
| The Vanguard Group Inc | Scottsdale | AZ | 05/2021 | 05/2022 |
| Edward Jones | St Louis | MO | 03/2023 | 05/2024 |
| Learning Source | Scottsdale | AZ | 05/2022 | 03/2023 |
| Edward Jones | St. Louis | MO | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-27 |
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