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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-18 |
| IL | RA | APPROVED | 2023-01-25 |
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 |
|---|---|---|---|---|
| Bank Financial, Na/Thg Financial | Chicago Ridge | IL | 04/2017 | 10/2022 |
| Cetera Investment Advisers Llc | Chicago Ridge | IL | 04/2017 | 01/2019 |
| American United Life | Oakbrook Terrace | IL | 01/2021 | 01/2023 |
| Oneamerica Securities | Oakbrook Terrace | IL | 01/2021 | 01/2023 |
| Edward Jones | Vernon Hills | IL | 01/2023 | Present |
| Massmutual | Donwers Grove | IL | 07/2016 | 03/2017 |
| Terrell Wilson Ministries | Maywood | IL | 01/2015 | 10/2022 |
Illinois Jumpstart Coalition Type: Date: 04/01/11 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: I serve as a volunteer board member. My responsibilities are to help bring awareness to financial literacy to students in disadvantaged neighborhoods and schools. City-State: Chicago IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-16 |
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