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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-17 |
| CA | RA | APPROVED | 2025-04-22 |
Branch Locations
1100 South Coast Highway 219, Laguna Beach, CA 92651 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | San Clemente | CA | 10/2008 | 09/2023 |
| Fidelity Investments | Boston | MA | 09/2023 | 01/2024 |
| Edward Jones | St. Louis | MO | 04/2025 | Present |
| Mortgage Moneyline | Mission Viejo | CA | 08/2024 | 04/2025 |
| Unemployed | Newport Beach | CA | 01/2024 | 08/2024 |
Thankless Living Corp Type of business: Sales/Marketing Consulting San Clemente, CA Start date: 12/16/2024 Owner Hours per week: 0 Hours during trading: 0 Desc: Started an S Corp for outside sales, marketing, and consulting opportunities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-31 |
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