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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-09 |
| MI | RA | APPROVED | 2010-02-11 |
Branch Locations
1600 Parkdale Rd Suite 100, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Romeo | MI | 02/1996 | Present |
Bridge Innovations LLC Type of business: technology - app developer Rochester, MI Start date: 6/1/2020 Board Lead Hours per week: 0 Hours during trading: 0 helping with strategy & culture * Heather Blue Holdings LLC Type of business: Real estate holding LLC Rochester, MI Start date: 10/20/2023 Spouse of directing Member Hours per week: 0 Hours during trading: 0 My wife Heather set up an LLC to hold home in Rochester, MI. * Pass Pass LLC Type of business: Digital marketing/advertising Montgomery, TX Start date: 1/2/2025 N/A - Investor Hours per week: 0 Hours during trading: 0 Passive investor in Seed round of company. * MatchSpace Music Type of business: Music School Zurich, Z Start date: 3/30/2026 Investor Hours per week: 0 Hours during trading: 0 No responsibilities, investing a modest amount in the semi-start up phase of a Swiss company that has been building an ecosphere in Europe to match students with music teachers. *
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
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