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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-18 |
| NV | RA | APPROVED | 2025-03-18 |
| CA | RA | APPROVED | 2025-03-14 |
| TX | RA | APPROVED | 2025-03-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Alameda | CA | 11/2011 | 08/2023 |
| In Home Supportive Services | Pleasant Hill | CA | 12/2015 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Walnut Creek | CA | 04/2017 | 02/2020 |
| Bank Of America, N.A. | Walnut Creek | CA | 04/2017 | 02/2020 |
| Jp Morgan Chase Bank, N.A. | Stockton | CA | 02/2020 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Walnut Creek | CA | 08/2023 | 03/2025 |
| Edward Jones | St. Louis | MO | 03/2025 | Present |
"IHSS in Home Support Service Type: care giver Date: 12/05/15 Title: care taker Trad Hrs: 0 Tot Hrs: 33 Desc: care for my mother with disability pick up medication, schedule and take her to doctor appointments, cook for her City-State: Pleasant Hill CA" "Rachel Braswell Rental Type: one rental Date: 07/27/22 Title: owner Trad Hrs: 0 Tot Hrs: 0 Desc: I own one rental. I rent out a house to a family City-State: Brentwood CA" Serenity Loving Care Type of business: Care Home for the disabled Oakley, CA Start date: 6/13/2025 CFO Hours per week: 1 Hours during trading: 0 Business have not started yet. On the weekend and after hours I will help care for the developmentally disabled (bath, feed, toileting. etc)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-08 |
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