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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-12 |
Branch Locations
Ellisville, MO • United States
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Investment Management | St. Louis | MO | 03/2016 | 02/2018 |
| Td Ameritrade, Inc. | Chesterfield | MO | 03/2018 | 10/2022 |
| Td Ameritrade Investment Management, Llc | Chesterfield | MO | 02/2018 | 09/2023 |
| Charles Schwab & Co., Inc. | Chesterfield | MO | 01/2022 | 10/2024 |
| Fisher Investments | Ellisville | MO | 12/2024 | 01/2026 |
| Mdrn Capital, Llc | Ellisville | MO | 03/2026 | Present |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-18 |
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