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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | Present |
| State Of Wisconsin Investment Board | Madison | WI | 12/2011 | 08/2017 |
| Unemployed | Madison | WI | 09/2017 | 06/2018 |
| Dwellworks Property Advisors | Madison | WI | 07/2018 | 08/2019 |
"Bethel Endowment Fund Type: Date: 07/10/23 Title: Investment Committee Member Trad Hrs: 0 Tot Hrs: 0 Desc: As a member of the Investment Committee, I along with the 6 other members meet monthly to make sure that the endowment funds portfolio stays within the charters IPC guidance and also to make sure that the annual grant money is available to payout as City-State: Madison WI" **** "Bethel Luthern Church Type: Date: 01/02/20 Title: Board member Trad Hrs: 0 Tot Hrs: 0 Desc: The FRT (Financial Resources Team) oversees the acquisition and dispersal of Bethel¿s financial resources in accordance with established policies and procedures City-State: Madison WI"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-19 |
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