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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-17 |
| CA | RA | APPROVED | 2023-12-19 |
Branch Locations
2029 Village Lane Suite 204, Solvang, CA 93463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Total Wine And More | West Hartford | CT | 01/2022 | 06/2022 |
| Luxottica Nextore | East Granby | CT | 02/2021 | 12/2021 |
| Westmont College | Santa Barbara | CA | 08/2018 | 11/2020 |
| Recreational Equipment Inc | Santa Barbara | CA | 03/2018 | 10/2018 |
| Recreational Equipment Inc | Fresno | CA | 10/2017 | 01/2018 |
| Target Corp | Fresno | CA | 10/2017 | 12/2017 |
| Unemployed | Fresno | CA | 05/2017 | 10/2017 |
| Student | Riverside | CA | 09/2012 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2022 | 03/2023 |
| Northwestern Mutual Investment Services Llc | West Hartford | CT | 04/2022 | 03/2023 |
| Mml Investors Services Llc | Glastonbury | CT | 03/2023 | 08/2023 |
| Massmutual Life Insurance Co | Glastonbury | CT | 03/2023 | 08/2023 |
| Edward Jones | St Louis | MO | 12/2023 | Present |
| Unemployed | Los Olivos | CA | 09/2023 | 11/2023 |
Solvang Chamber of Commerce Solvang, CA Start date: 8/27/2025 Board Member Hours per week: 0 Hours during trading: 0 Attend monthly meeting and other chamber events, potentially host finance education events (which will be submitted to EDJ for approval),
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
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