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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-03 |
| AZ | RA | APPROVED | 2025-02-28 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
18655 N. Claret Drive Suite 305 Building B, Scottsdale, AZ 85255 • United States
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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 07/2007 | 10/2021 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 12/2021 | 01/2025 |
| Grand Canyon University | Phoenix | AZ | 12/2023 | 02/2025 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-16 |
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