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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| IN | RA | APPROVED | 2014-12-16 |
Branch Locations
810 S Calhoun Street Suite 300 South, Fort Wayne, IN 46802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2008 | Present |
The Fort Wayne Philharmonic Fort Wayne, IN Start date: 1/26/2016 Finance Committee Hours per week: 0 Hours during trading: 0 Currently am on the finance committee as a non-board member. This is an over-site position, reviewing budget inflows and expenditures. Fort Wayne Philharmonic Fort Wayne, IN Start date: 8/30/2021 Board of Directors Member Hours per week: 0 Hours during trading: 0 As a Board of Directors Member, I will have the standard roles and responsibilities of a non-executive board member. Fort Wayne Philharmonic Fort Wayne, IN Start date: 9/1/2023 Endowment Sub-Committee Chair Hours per week: 0 Hours during trading: 0 I am the Chair of the sub-committee to review and evaluate the reports generated by the investment firms. We review portfolios to make sure the firms are following the guidelines of the investments policy. I will have access to online accounts but my name is not listed on the accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-13 |
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