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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-05 |
| CA | RA | APPROVED | 2018-04-27 |
Branch Locations
1414 Soquel Ave Ste 107, Santa Cruz, CA 95062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Agencies Via Waddell & Reed, Inc | Aptos | CA | 06/2013 | 04/2018 |
| Waddell & Reed, Inc | Aptos | CA | 06/2013 | 04/2018 |
| Edward Jones | St.LOuis | MO | 04/2018 | Present |
"XTO Energy Type: Date: 01/01/20 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Fort Worth TX" * "Unit Petroleum Type: Date: 01/01/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Tulsa OK" * "Coast Equity Partners Type: Date: 01/01/17 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental income City-State: Everett WA" * "Mewbourne Oil Company Type: Date: 01/01/90 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Royalties City-State: Tyler TX" * "Resource Oil & Gas LLC Type: Date: 01/01/19 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Shawnee OK" * "Sandridge Energy Type: Date: 01/01/24 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities City-State: Oklahoma City OK" * "Seascape Resort Type: Date: 01/01/00 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Rental Income City-State: Aptos WA" * Diversified Energy Birmingham, AL Start date: 1/1/2025 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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