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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
Branch Locations
1101 College Avenue Suite 220, Santa Rosa, CA 95404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boys And Girls Clubs Of Sonoma Marin | Santa Rosa | CA | 08/2020 | 04/2022 |
| Making It Big | Santa Rosa | CA | 04/2008 | 07/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2021 | 05/2024 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 01/2022 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2022 | 05/2024 |
| Merrill Lynch | Santa Rosa | CA | 06/2024 | 07/2025 |
| Bank Of America Na | Santa Rosa | CA | 07/2024 | 07/2025 |
| Edward Jones | St Louis | MO | 07/2025 | Present |
BRIEF_DESCRIPTION: Making it Big Type of business: Women's Clothing Retailer Bodega Bay, CA Start date: 1/1/2025 President/Owner Hours per week: 3 Hours during trading: 0 Business operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-31 |
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