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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-09 |
| ID | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | Present |
| Northwest Trustee & Management Services | Boise | ID | 05/2016 | 06/2019 |
The CLOSET Boise, ID Start date: 1/9/2010 Board Chairman / member Hours per week: 0 Hours during trading: 0 Quarterly board meetings . Appointments with teens / occasionally Clothing donations / occasionally access to depositing, but no cash handling Annual donation letters ***** "Treasure Valley Estate Planning Counsel (TVEPC) Type: Date: 01/01/20 Title: Past-President / Board Trad Hrs: 0 Tot Hrs: 0 Desc: Monthly educational meetings related to Estate Planning topics. I will have no money handling responsibility. There are no requirements for referrals. I will have strong opportunity for networking and building my business. I was past President of City-State: Boise ID"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-13 |
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