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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
| CO | RA | APPROVED | 2024-09-07 |
Branch Locations
7850 Vance Drive Suite 180, Arvada, CO 80003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2024 | Present |
| Oracle Capital Llc | Tucson | AZ | 03/2019 | 08/2022 |
| Global Che Network | Phoenix | AZ | 03/2016 | 12/2018 |
| Arizona Baptist Children's Services | Tucson | AZ | 03/2011 | 02/2017 |
| Forest Financial Llc | Arvada | CO | 01/2000 | Present |
| Timberline Coffee Company Llc | Arvada | CO | 09/2022 | 06/2024 |
| Unemployed | Tucson | AZ | 01/2019 | 02/2019 |
Forest Financial LLC Type of business: Bookkeeping Arvada, CO Start date: 1/1/2000 Owner Hours per week: 3 Hours during trading: 0 Maintain set of books for 3 churches, 1 non-profit, and 1 business * Timberline Coffee Company LLC Type of business: Coffee Shop Arvada, CO Start date: 9/1/2022 Co-owner Hours per week: 1 Hours during trading: 0 Desc: Run payroll for the company. * Self Type of business: Rental property Bettendorf, IA Start date: 6/1/2014 Co-owner Hours per week: 1 Hours during trading: 0 No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-23 |
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