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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2025 | Present |
| World Financial Group | Fair Oaks | CA | 08/2024 | 05/2025 |
| Kaiser Permanente | Sacramento | CA | 01/2021 | 04/2024 |
| Washington Hospital | Fremont | CA | 12/2017 | 12/2020 |
| Santa Clara Valley Medical Center | San Jose | CA | 04/2014 | 12/2017 |
| Unemployed | Fair Oaks | CA | 04/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-03 |
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