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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-12 |
| NV | RA | APPROVED | 2024-10-09 |
Branch Locations
101 East Horizon Drive Suite D, Henderson, NV 89015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | San Diego | CA | 02/2016 | 01/2017 |
| J.P. Morgan Securities Llc | San Diego | CA | 02/2016 | 01/2017 |
| Unionbanc Investment Services | La Jolla | CA | 01/2017 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rancho Santa Fe | CA | 04/2017 | 06/2019 |
| Bank Of America, N.A. | Rancho Santa Fe | CA | 07/2017 | 06/2019 |
| Reilly Financial Advisors, Llc | La Mesa | CA | 06/2019 | 01/2022 |
| Creative Planning, Llc | La Mesa | CA | 12/2021 | 08/2024 |
| Edward Jones | St Louis | MO | 08/2024 | Present |
Elevaid Inc. Type of business: Medical Billing Company Las Vegas, NV Start date: 2/24/2024 Advisor Hours per week: 20 Hours during trading: 0 Help the company with ideas, marketing, and general advice. * BNI (Business Networking International) Las Vegas, NV Start date: 2/24/2025 President Hours per week: 0 Hours during trading: 0 Leading the networking group's chapter meetings, overseeing group activities, and general leadership activities. *
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
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