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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-21 |
| TX | RA | APPROVED | 2025-07-23 |
| CA | RA | APPROVED | 2025-05-16 |
Branch Locations
1717 Ne 44Th Street Suite B, Renton, WA 98056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2025 | Present |
| Housemax Funding | Austin | TX | 03/2024 | 02/2025 |
| Clearedge Commercial | Los Angeles | CA | 09/2023 | 01/2024 |
| Streamline Funding Group | Austin | TX | 11/2021 | 09/2023 |
| Credible Labs, Inc. | Austin | TX | 03/2021 | 10/2021 |
| Better Mortgage | New York | NY | 03/2019 | 03/2021 |
| Unemployed | Marina Del Ray | CA | 10/2018 | 03/2019 |
| Bessemer Trust | New York | NY | 05/2018 | 08/2018 |
| Secor Asset Management | New York | NY | 06/2017 | 05/2018 |
| The Fallstaff Group | Austin | TX | 05/2017 | 12/2017 |
| Yeshiva University | New York | NY | 08/2013 | 05/2017 |
Privco Media Type: Financial Tech Date: 02/26/16 Title: Business Development Intern Trad Hrs: 14 Tot Hrs: 15 Desc: I create valuation reports on private companies to assist the sales team in selling what we offer to companies. We offer financial data on private companies. City-State: New York NY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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