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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| MO | RA | APPROVED | 2012-04-16 |
Branch Locations
9666 Olive Boulevard Suite 180, Olivette, MO 63132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2010 | Present |
Unleashing Potential Saint Louis, MO Start date: 4/23/2024 Investment Committee Chair Hours per week: 0 Hours during trading: 0 Lead quarterly committee meetings with investment managers to document market commentary, performance, and asset allocation according to investment policy. * Unleashing Potential Saint Louis, MO Start date: 8/21/2018 Finance Committee Member Hours per week: 0 Hours during trading: 0 Meet monthly to review/discuss organization's financial positions relative to budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
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