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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2024-03-08 |
Branch Locations
2653 Bruce B Downs Blvd Suite 120, Wesley Chapel, FL 33544 • 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 |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 11/2013 | 05/2020 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 05/2020 | 01/2024 |
| Charles Schwab Bank, Ssb | Temple Terrace | FL | 05/2020 | 01/2024 |
| Unemployed | Wesley Chapel | FL | 01/2024 | 03/2024 |
| Edward Jones | St Louis | MO | 03/2024 | Present |
Timeless Memories LLC Type of business: Property rental Wesley Chapel, FL Start date: 8/1/2023 none Hours per week: 0 Hours during trading: 0 No Responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-15 |
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