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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| FL | RA | APPROVED | 2025-12-04 |
Branch Locations
100 Sullivan Street Suite 111, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch/Bank Of America | Punta Gorda | FL | 08/2019 | 01/2020 |
| Sunshine Valet | Tampa | FL | 05/2018 | 08/2019 |
| University Of South Florida | Tampa | FL | 08/2015 | 08/2017 |
| University Of Tampa | Tampa | FL | 08/2017 | 08/2019 |
| Focus Marketing Events | Tampa | FL | 05/2017 | 02/2018 |
| Sportalk | Tampa | FL | 02/2016 | 10/2016 |
| Ups | Port Charlotte | FL | 12/2016 | 01/2017 |
| Knights Of Columbus | Port Charlotte | FL | 05/2020 | 10/2022 |
| Crews Banking Corp/Wauchula State Bank/Infinex Inv/Osaic | Port Charlotte | FL | 10/2022 | 01/2025 |
| Edward Jones | St. Louis | MO | 10/2025 | Present |
| Forthright Capital Partners | Las Vegas | NV | 03/2025 | 10/2025 |
| Culvers | Tampa | FL | 09/2016 | 05/2017 |
| Unemployed | Lake Suzy | DC | 02/2020 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-05 |
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