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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Comerica Securities Inc | Detroit | MI | 06/2015 | 04/2021 |
| Lpl Financial Llc | Oregon | OH | 04/2021 | Present |
| Global Retirement Partners Llc | Oregon | OH | 04/2021 | 07/2024 |
| Wellth Advisory Services, Llc | Oregon | OH | 06/2024 | Present |
| Edward Jones | St Louis | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-23 |
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