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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-25 |
| IN | RA | APPROVED | 2023-07-21 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2021 | 02/2023 |
| Teachers Credit Union | Mishawaka | IN | 08/2019 | 02/2023 |
| Teachers Credit Union | South Bend | IN | 08/2017 | 04/2019 |
| Lippert Components | Mishawaka | IN | 04/2019 | 08/2019 |
| Martin's Supermarket | Mishawaka | IN | 12/2019 | 03/2020 |
| Bethel University | Mishawaka | IN | 08/2013 | 05/2019 |
| Trim A Door | Mishawaka | IN | 06/2016 | 11/2016 |
| The Milton Home | South Bend | IN | 12/2016 | 08/2017 |
| Lpl Financial Llc | Mishawaka | IN | 05/2022 | 07/2023 |
| Edward Jones | St Louis | MO | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-26 |
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