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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-09 |
| CA | RA | APPROVED | 2025-02-21 |
Branch Locations
3500 W Olive Ave Suite 810, Burbank, CA 91505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2024 | Present |
| Pluto Partners | Los Angeles | CA | 03/2023 | 12/2024 |
| Self Employed-Fundamental Strategy | Los Angeles | CA | 02/2020 | 12/2024 |
| Santa Monica Education Foundation | Santa Monica | CA | 08/2022 | 11/2023 |
| Mptf (Motion Picture & Television Fund) | Woodland Hills | CA | 08/2014 | 02/2020 |
Fundamental Strategy (FBN self-employment) Type of business: Nonprofit Management Advisory Topanga, CA Start date: 2/20/2020 Of Counsel & Founder Hours per week: 2 Hours during trading: 0 Mentorship to nonprofit executives and/or Boards of Directors regarding nonprofit management and operations. Additionally advise and mentor other consultants on their engagements with clients. **** Pluto Partners Type of business: Property Management Los Angeles, CA Start date: 3/1/2023 Resident Manager Hours per week: 10 Hours during trading: 0 Facilitate good relationship between the property management company and building residents. Alert property management company to maintenance issues. **** "Fundamental Strategy (FBN self-employment) Type: Nonprofit Management Advisory Date: 02/20/20 Title: Of Counsel & Founder Trad Hrs: 1 Tot Hrs: 0 Desc: On an ad hoc basis engage with clients to offer mentorship to nonprofit executives and/or Boards of Directors regarding nonprofit management and operations. Additionally advise and mentor other consultants on their engagements with clients. City-State: Topanga CA"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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