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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-13 |
Branch Locations
1150 Ballena Blvd Ste 100, Alameda, CA 94501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed | Concord | CA | 04/2015 | 06/2016 |
| Merrill Lynch (Bank Of America) | San Francisco | CA | 11/2017 | 11/2018 |
| Unemployed | Alameda | CA | 07/2017 | 10/2017 |
| Douat Financial Advisors, Llc | Concord | CA | 12/2020 | 12/2023 |
| Unemployed | Alameda | CA | 11/2018 | 11/2020 |
| Jpmorgan Chase | San Francisco | CA | 12/2023 | 06/2025 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
| Unemployed | Alameda | CA | 07/2016 | 03/2017 |
| Jp Morgan Chase | San Francisco | CA | 04/2017 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
| S66 | Uniform Combined State Law Examination | 2012-11-05 |
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