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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-18 |
Branch Locations
550 Pond View Dr Suite 3, North Liberty, IA 52317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmd Consulting, Llc | North Liberty | IA | 06/2024 | 10/2024 |
| Federal Deposit Insurance Company | Hiawatha | IA | 01/2023 | 06/2024 |
| Jmd Consulting, Llc | North Liberty | IA | 07/2021 | 01/2023 |
| Transamerica | Cedar Rapids | IA | 02/2015 | 02/2021 |
| Mercy Medical Center | Cedar Rapids | IA | 02/2021 | 07/2021 |
| Principal Securities Inc/Principal Life Insurance Co | Hiawatha | IA | 10/2024 | 04/2025 |
| Legacy Wealth Management, Llc | Tiffin | IA | 01/2025 | 04/2025 |
| Edward Jones | St. Louis | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
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