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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-07 |
| NC | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2026 | Present |
| Cary Estate Planning | Cary | NC | 10/2021 | 05/2023 |
| Planwell Legal | Cary | NC | 10/2021 | 05/2023 |
| Mercer Advisors | Denver | CO | 06/2023 | 01/2026 |
| Advanced Services Law Group | Santa Barbara | CA | 06/2023 | 01/2026 |
| Student | Raleigh | NC | 08/2017 | 05/2020 |
| Unemployed | Chapel Hill | NC | 08/2013 | 08/2017 |
| Unemployed | Chapel Hill | NC | 05/2020 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-02 |
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