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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-26 |
| KS | RA | APPROVED | 2025-02-12 |
| CO | RA | APPROVED | 2025-02-10 |
| MO | RA | APPROVED | 2025-02-10 |
Branch Locations
4121 W 83Rd St Suite 158, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc/Ivy Distributors, Inc | Shawnee Mission | KS | 05/2014 | 04/2021 |
| Macquarie Investment Management/Delaware Distributors, L.P. | Philadelphia | PA | 04/2021 | 11/2024 |
| Edward Jones | St. Louis | MO | 01/2025 | Present |
| Unemployed | Lees Summit | MO | 11/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
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