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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-13 |
| MI | RA | APPROVED | 2010-09-03 |
Branch Locations
125 Ottawa Ave Nw Suite 320, Grand Rapids, MI 49503-0000 • United States
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 |
|---|---|---|---|---|
| First Union Brokerage | Decatur | GA | 11/1995 | Present |
| Edward D. Jones & Co., L.P. | St. Louis | MO | 06/1999 | Present |
Greyline Brewing Co. Type of business: Brewery and pub Grand Rapids, MI Start date: 9/18/2015 LPT Hours per week: 0 Hours during trading: 0 Crystal Mountain Resort Type of business: Rental Management Thompsonville, MI Start date: 2/1/2019 Property Owner Hours per week: 0 Hours during trading: 0 None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-28 |
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