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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-19
FL RA APPROVED 2022-03-15
  • TX RA
    APPROVED_RES
    Since 2023-04-19
  • FL RA
    APPROVED
    Since 2022-03-15

Branch Locations

Naples, FL • United States

4099 Tamiami Trl N Ste 303, Naples, FL 34103 • United States

4099 Tamiami Trail N Ste 303, Naples, FL 34103 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sun Life Financial Mississauga 11/2018 10/2021
Rbc Oakville 11/2015 11/2018
Edward Jones St Louis MO 11/2021 Present
  • 11/2018 → 10/2021
    Sun Life Financial
    Mississauga
  • 11/2015 → 11/2018
    Rbc
    Oakville
  • 11/2021 → Present
    St Louis, MO
Other Businesses

Three Bricks Type of business: not a business Naples, FL Start date: 9/14/2021 Owner/member Hours per week: 0 Hours during trading: 0 LLC formed to purchase the house * Boardroom 1LLC Type of business: Hospitality Naples, FL Start date: 7/5/2022 Owner Hours per week: 6 Hours during trading: 0 oversight of business such as kitchen, inventory * Just Because Flowers DN LLC Type of business: Non Profit Naples, FL Start date: 1/9/2026 Director Hours per week: 2 Hours during trading: 0 Make sure the vases are filled with flower arrangements to be delivered. *

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-03-11
Designations

View on SEC IAPD

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