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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-08 |
Branch Locations
4300 East 53Rd St Suite 102 , Davenport, IA 52807 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Portland | OR | 09/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 07/2017 | 11/2022 |
| Morgan Stanley | Davenport | IA | 11/2022 | 05/2025 |
| Wells Fargo Advisors Financial Network, Llc | Davenport | IA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-26 |
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