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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Salt Lake City | UT | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 04/2021 |
| Raymond James & Associates Inc. | Salt Lake City | UT | 04/2021 | 06/2021 |
| Silicon Valley Bank | San Francisco | CA | 06/2021 | 03/2023 |
| Svb Wealth Advisory | San Francisco | CA | 06/2021 | 06/2022 |
| Svb Wealth Llc | San Francisco | CA | 06/2022 | 04/2026 |
| Svb Investment Services Inc | San Francisco | CA | 06/2022 | 12/2023 |
| First Citizens Investor Services | Raleigh | NC | 07/2021 | 04/2026 |
| Edward Jones | St. Louis | MO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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