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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | St. Louis | MO | 07/2010 | 03/2018 |
| Charles Schwab & Co, Inc | Eureka | MO | 06/2022 | 01/2025 |
| Charles Schwab Bank, Ssb | Eureka | MO | 10/2024 | 01/2025 |
| Charles Schwab Premier Bank, Ssb | Eureka | MO | 10/2024 | 01/2025 |
| Charles Schwab Trust Bank | Eureka | MO | 10/2024 | 01/2025 |
| Td Ameritrade | St. Louis | MO | 01/2018 | 06/2022 |
| Unemployed | Eureka | MO | 02/2025 | 07/2025 |
| Stifel Financial | St. Louis | MO | 07/2025 | Present |
1. JRE Holdings LLC DBA - J's Consulting Services; 43 Upper Bluffs View Ct Eureka, MO 63025; Currently: none Previously: From June 2023 - July 2024, provided contract/consulting services; Owner; None - Active LLC Only; 06/23/2023; 0hrs/day; Not during securities trading hours; Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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