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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| CO | RA | APPROVED | 2023-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2011 | 11/2022 |
| Edward Jones | St Louis | MO | 11/2022 | Present |
Greeley Rotary Greeley, CO Start date: 7/1/2025 Board Member Hours per week: 0 Hours during trading: 0 Desc: No handling of money or bank accounts. Voting and consulting on the current and future workings of the Greeley Rotary Club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-12 |
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