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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
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 |
|---|---|---|---|---|
| Investment Centers Of America Inc | Decorah | IA | 11/2014 | 11/2017 |
| Edward Jones | St Louis | MO | 08/2025 | Present |
| Unemployed | Decorah | IA | 05/2025 | 07/2025 |
| Decorah Bank & Trust | Decorah | IA | 12/2014 | 04/2025 |
self Type of business: leadership training Decorah, IA Start date: 12/1/2025 consultant Hours per week: 3 Hours during trading: 2 Desc: I conduct day-long on-site educational sessions dealing with leadership, resilience, and happiness. WinnMed Decorah, IA Start date: 5/1/2022 Board of Directors - Treasurer Hours per week: 0 Hours during trading: 0 Desc: checks: dual signature required. not manual. run by CFO. No access to money or accounts. WinnMed Decorah, IA Start date: 5/1/2022 Board of Trustees - Treasurer Hours per week: 0 Hours during trading: 0 I have no access to WinnMed accounts, and cannot write checks on behalf of the organization. I chair the Finance/Compliance Committee, which meets monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-09 |
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