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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
| NC | RA | APPROVED | 2025-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2025 | Present |
| Forsyth Country Day School | Lewisville | NC | 07/2020 | Present |
| University Of North Carolina Wilmington | Wilmington | NC | 04/2017 | 06/2020 |
| Mercer University | Macon | GA | 07/2010 | 04/2017 |
Peachtree Strategic Opportunity Fund Type of business: Real estate limited partnership Atlanta, GA Start date: 3/20/2023 LPT Hours per week: 0 Hours during trading: 0 0 Forsyth Country Day School Type of business: School Lewisville, NC Start date: 7/1/2020 Head Varsity Basketball Coach Hours per week: 10 Hours during trading: 1 Desc: I have been the head varsity boys basketball coach in addition to the athletic director since 2020. In my transition to EDJ, I will continue to coach the basketball team. The season runs November through early February, 5 days/week of practices/games, nearly all after 5 PM during the week. Ovation Alternative Income Fund LP Type of business: Alternative income LP Austin, TX Start date: 11/9/2015 0 Hours per week: 0 Hours during trading: 0 LPT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-10 |
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