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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-05 |
| IN | RA | APPROVED | 2019-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lafayette Bank & Trust Co | Greenfield | IN | 11/2015 | 09/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2015 | 09/2019 |
| Cetera Investment Advisers Llc | Greenfield | IN | 11/2015 | 09/2019 |
| Edward Jones | St.LOuis | MO | 09/2019 | Present |
Rental Property Type: Rental Date: 12/01/11 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Prior home that is now a rental, takes less than 1 hour per week to manage. Monthly rent/income is $1,450. cost per year are the same with mortgage. City-State: Indianapolis IN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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