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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-11 |
| NV | RA | APPROVED | 2024-06-27 |
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 |
|---|---|---|---|---|
| Charles Schwab | Reno | NV | 10/2014 | 06/2024 |
| Edward Jones | St Louis | MO | 06/2024 | Present |
Planned Giving Roundtable of Northern Nevada Reno, NV Start date: 1/1/2020 Board Member Hours per week: 0 Hours during trading: 0 Coordinate and network with CPAs, estate planning attorneys, fundraisers and other financial advisors to enhance planned giving conversations in the community. Planned Giving Advisory Council, University of Nevada - Type: Date: 01/01/20 Title: Chair Trad Hrs: 0 Tot Hrs: 0 Desc: Promote the University of Nevada - Reno and connect interested parties to the office of planned giving. City-State: Reno NV
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-08 |
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