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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| WI | RA | APPROVED | 2022-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2022 | Present |
| The Elite Group | Depere | WI | 07/2020 | 12/2021 |
| Nicolet Wealth Management | Green Bay | WI | 05/2018 | 07/2018 |
| Angelo State University | Green Bay | WI | 08/2018 | 06/2020 |
| Full Time Education | Green Bay | WI | 07/2015 | 04/2018 |
"The Elite Group Building Type of business: Promotional Products DePere, WI Start date: 1/1/2022 Partner Hours per week: 0 Hours during trading: 0 I own 4% of the building. I have no other ownership of the company" *** "Duplex Type of business: Rental Property DePere, WI Start date: 5/25/2022 Duplex Owner Hours per week: 0 Hours during trading: 0 Recently bought a duplex and am renting out the other side" **** "Duplex #2 Type of business: Rental Green Bay, WI Start date: 6/20/2023 Co-owner Hours per week: 0 Hours during trading: 0 Bought duplex 4 ways with my siblings. Have property manager that handles day to day" **** ""CP Center Type: Date: 07/07/23 Title: Finance Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Meet via Zoom 2 times a year to discuss financial issues pertaining to the CP Center and come up with solutions that then the CP Board of Directors makes final decisions on. City-State: Green Bay WI" **** "The Elite Group Type: Date: 01/03/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Gather for lunch 2 times a year to discuss the recent events of the company and discuss areas of improvement for remainder of year. City-State: DePere WI" **** "Duplex Type: Rental Property Date: 05/25/22 Title: Duplex Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Recently bought a duplex and am renting out the other side the total rent collected on the year is expected to be $26,400 which will be used to pay down mortgage City-State: DePere WI"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
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