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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
3410 Far West Blvd Suite 204, Austin, TX 78731-3194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campus Crusade For Christ | Austin | TX | 09/2001 | 06/2022 |
| Thrivent Advisor Network Dba 49 Financial | Austin | TX | 08/2022 | 07/2023 |
| Purshe Kaplan Sterling Investments Inc | Albany | NY | 12/2022 | 07/2023 |
| Costco | Austin | TX | 09/2023 | 11/2023 |
| Purshe Kaplan Sterling Investments | Austin | TX | 07/2022 | 07/2023 |
| Jp Morgan Securities Llc | Cedar Park | TX | 11/2023 | 10/2025 |
| Jpmorgan Chase Bank Na | Cedar Park | TX | 11/2023 | 10/2025 |
| Edward Jones | St Louis | MO | 02/2026 | Present |
| Unemployed | Austin | TX | 11/2025 | 01/2026 |
One residential real estate property near Atlanta, GA Type of business: 1 rental property Conyers, GA Start date: 8/18/2025 Have an ownership stake Hours per week: 0 Hours during trading: 0 No responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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