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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-23 |
| FL | RA | APPROVED | 2022-01-06 |
Branch Locations
140 E Highland Avenue, Clermont, FL 34711 • United States
4900 Grandview Pkwy, Davenport, FL 33837-2302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2021 | Present |
| Freshpoint, Inc. | Orlando | FL | 05/2014 | 09/2021 |
Longleaf at Oakland Homeowner's Association Leesburg, FL Start date: 7/27/2026 Finance Subcommittee Member Hours per week: 0 Hours during trading: 0 Provide education to finance committee on options for investing access to HOA reserve funds and place trades for funds Committees cannot vote so I will be excused from all decision making conversations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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