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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-17 |
| NC | RA | APPROVED | 2014-11-12 |
Branch Locations
2017 Eastchester Dr Suite 103, High Point, NC 27265 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 07/2014 | Present |
SOUTHERN GIRLS SWEET SHOP IS A BAKING BUSINESS CREATED IN 2011 AS A HOME BASED BUSINESS, OF WHICH I AM A PARTNER. IT OPERATED AT THE HOBBY LEVEL FOR ABOUT 9 MONTHS. IT HAS HAD NO ACTIVITY FOR THE PAST TWO YEARS AND IS CURRENTLY BEING CLOSED OUT. IT WAS NOT AN INVESTMENT RELATED BUSINESS. * Phoenix Training and Development LLC Type of business: Training & Public Speaking Jamestown, NC Start date: 4/27/2023 Owner Hours per week: 5 Hours during trading: 0 Develops & facilitates motivational message and supporting experiential activity to support and align with clients (organization) vision. * PBGC Jamestown, NC Start date: 10/1/2014 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Foundation for a Healthy High Point High Point, NC Start date: 1/1/2026 Finance & Investment Committee Hours per week: 0 Hours during trading: 0 No access to bank accts. or check writing. Hears & votes on the establishment of donor advised funds that meet with foundations mission. Reviews annual portfolio updates from Foundations investment firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-08 |
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