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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| WA | RA | APPROVED | 2026-05-13 |
Branch Locations
1700 Hudson St Suite 201, Longview, WA 98632-2930 • 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 |
|---|---|---|---|---|
| Self Employed/Omega Financial | Vancouver | WA | 09/2015 | 06/2022 |
| Iq Credit Union | Vancouver | WA | 06/2022 | 02/2026 |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | 02/2026 |
| Edward Jones | St. Louis | MO | 05/2026 | Present |
MassMutal Life Insurance CO Springfield, MA Start date: 5/1/2008 Hours per week: 0 Hours during trading: 0 Hartford Life and Accident Ins CO Lexington, KY Start date: 1/1/2019 Hours per week: 0 Hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
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