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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-21 |
Branch Locations
Saint Louis, MO • United States
500 Maryville University Drive, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Saint Louis | Saint Louis | MO | 01/2021 | 05/2022 |
| Amco Ranger Termite And Pest S | Cottleville | MO | 07/2014 | 12/2020 |
| Td Ameritrade | Saint Louis | MO | 05/2022 | 05/2024 |
| Charles Schwab & Co., Inc. | Saint Louis | MO | 05/2024 | Present |
1) Rental Property | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|1/8/2024|Less than 20|0|I purchased a duplex and rent out the upper unit. Does not generate a profit but does help cover part of the mortgage. I live in lower unit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-07 |
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