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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-01 |
Branch Locations
Saint Augustine, FL • United States
965 State Road 16 Suite 113, St Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Red Bank | NJ | 07/2010 | 09/2018 |
| Strategic Advisers Llc | Shrewsbury | NJ | 04/2011 | 07/2018 |
| Tiaa | Red Bank | NJ | 08/2018 | 04/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 04/2020 | 09/2023 |
| Edward Jones | St. Louis | MO | 06/2024 | Present |
| Self Employed | Jacksonville | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
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