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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-30 |
Branch Locations
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 05/2013 | 06/2017 |
| Td Ameritrade | St Louis | MO | 03/2020 | 05/2023 |
| Whole Foods Market | St Louis | MO | 05/2018 | 03/2020 |
| Anheuser-Busch Inbev | St Louis | MO | 07/2017 | 07/2018 |
| Border Brewing Company | Kansas City | MO | 06/2016 | 06/2017 |
| Charles Schwab & Co., Inc. | St Louis | MO | 03/2023 | 10/2023 |
| Edward Jones | St Louis | MO | 10/2023 | 07/2025 |
| Charles Schwab & Co., Inc | St Louis | MO | 07/2025 | Present |
1) Junior Achievement of Greater St Louis, Inc. | Investment Related:No|17339 N Outer 40 Rd|Nonprofit Charitable Organizations|Community Impact Board Member|2022-12-01|Less than 20|0|Plan and execute events promoting Junior Achievement awareness in community, as well as attend volunteer events and fundraising events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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