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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-08-27 |
Branch Locations
17723 Coastal Hwy Unit 4, Lewes, DE 19958-6215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial Inc | Paoli | PA | 03/2013 | 10/2018 |
| Lpl Financial Llc | Wayne | PA | 10/2018 | 02/2019 |
| Private Advisor Group | Wayne | PA | 11/2018 | 05/2019 |
| Wealthvest | Bozeman | MT | 03/2019 | 08/2024 |
| The Leaders Group Inc | Littleton | CO | 03/2021 | 12/2023 |
| World Equity Group Inc | Lewes | DE | 01/2024 | 08/2024 |
| Edward Jones | St Louis | MO | 08/2024 | Present |
Lewes Chamber of Commerce Type of business: Chamber of Commerce Lewes, DE Start date: 11/1/2024 member Hours per week: 2 Hours during trading: 2 I joined the Lewes Chamber of Commerce to meet other business owners and prospect * Rotary International Type of business: Volunteer organization Lewes, DE Start date: 11/4/2024 Member Hours per week: 2 Hours during trading: 2 Member of civic organization, Rotary International
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-15 |
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