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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
| CT | RA | APPROVED | 2025-04-02 |
Branch Locations
79 East Putnam Ave Suite 18, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | New York | NY | 11/2013 | 02/2018 |
| Edward Jones | St. Louis | MO | 01/2025 | Present |
| Unemployed | Riverside | CT | 02/2018 | 02/2020 |
| Gramercy Funds | Greenwich | CT | 02/2020 | 09/2022 |
| Unemployed | Riverside | CT | 10/2022 | 10/2024 |
| Wall Street Prep | Newton | MA | 11/2024 | Present |
University of Arizona Global Campus Type of business: Academia Chandler, AZ Start date: 10/14/2024 Associate Faculty Hours per week: 4 Hours during trading: 0 Online instruction of finance courses for masters of finance program **** CT Property Auctions Type of business: foreclosure website Riverside, CT Start date: 2/1/2024 Owner Hours per week: 1 Hours during trading: 0 Scrape, format, and analyze publicly available property foreclosure information **** Wall Street Prep Type of business: Educational consulting Newton, MA Start date: 11/27/2024 Capital Markets Instructor Hours per week: 1 Hours during trading: 0 Independent consultant (not employee) to Wall Street Prep to provide capital markets training and coaching to WSP clients. **** Marilyn B. Busch Irrevocable Trust Type of business: Irrevocable Trust Riverside, CT Start date: 12/5/2024 Trustee Hours per week: 2 Hours during trading: 0 Trustee for this trust, duties include paying bills, tax filing, investing assets, and distributing proceeds if/when appropriate. **** Marilyn B. Busch Irrevocable Trust Type of business: Irrevocable Trust Riverside, CT Start date: 12/5/2024 Trustee Hours per week: 1 Hours during trading: 0 Trustee for this trust, duties include paying bills, tax filing, investing assets, and distributing proceeds if/when appropriate. **** Rental Property Type of business: holiday rental Riverside, CT Start date: 1/1/2017 Owner Hours per week: 1 Hours during trading: 0 Maintain property **** "Wall Street Prep Type: Educational consulting Date: 11/27/24 Title: Capital Markets Instructor Trad Hrs: 0 Tot Hrs: 2 Desc: Independent consultant (not employee) to Wall Street Prep to provide capital markets training and coaching to WSP clients. I expect to to teach 5-10 sessions during 2025, none of which will be done while I am at work at Edward Jones. City-State: Newton MA"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-24 |
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