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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-26 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
2801 Market St, F & L Bldg, Saint Louis, MO 63103 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-03-03 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
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 |
|---|---|---|---|---|
| Td Ameritrade | Saint Louis | MO | 12/2021 | 12/2022 |
| American Family Insurance | Florissant | MO | 08/2017 | 11/2021 |
| State Farm | Creve Coeur | MO | 01/2017 | 08/2017 |
| Amc West Olive 16 | Saint Louis | MO | 05/2013 | 01/2017 |
| Charles Schwab And Co., Inc. | Saint Louis | MO | 12/2022 | 08/2024 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-01 |
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