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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-08 |
Branch Locations
3030 Salt Creek Ln Suite 135, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 04/2014 | 12/2020 |
| Edward Jones | St Louis | MO | 01/2022 | Present |
| Iht Wealth Management | Chicago | IL | 01/2021 | 01/2022 |
""Schaumburg Business Association Type: Small Business Organization Date: 07/11/22 Title: Member Trad Hrs: 1 Tot Hrs: 2 Desc: Attend networking & volunteer meetings. City-State: Schaumburg IL" Giving Group Type of business: 501(c3) Charity Naperville, IL Start date: 12/1/2023 Volunteer on Operations Team Hours per week: 1 Hours during trading: 0 Help to organize and facilitate the logistical operation for their fund raising events. CRD_UPDATED: Scholarship Assistance Fund Type of business: 501c3 Charity Prospect Heights, IL Start date: 5/25/2026 Vice President Hours per week: 2 Hours during trading: 1 Help organize fund raising events for charity that provides college scholarships to local kids.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
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