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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED_RES | 2025-12-08 |
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 |
|---|---|---|---|---|
| American Century Investments | Kansas City | MO | 09/2014 | 03/2019 |
| Merrill Lynch | Prairie Village | KS | 03/2019 | 09/2022 |
| Bank Of America Na | Prairie Village | KS | 03/2019 | 09/2022 |
| American Century Investment Services Inc | Kansas City | MO | 09/2022 | 12/2025 |
| Edward Jones | St Louis | MO | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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