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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| AL | RA | APPROVED | 2023-10-04 |
Branch Locations
2660 Eastchase Lane Lakeview Center, Suite 400, Montgomery, AL 36117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn University Harbert College Of Business | Auburn | AL | 08/2020 | 05/2023 |
| Merrill Lynch | Alpharetta | GA | 06/2022 | 08/2022 |
| Auburn University | Auburn | AL | 08/2019 | 05/2023 |
| N/A | Montgomery | AL | 01/2013 | 08/2019 |
| Stifel | Montgomery | AL | 06/2023 | Present |
1. United Way of Lee County; 2133 Executive Park Drive Opelika, AL 36801; nonprofit focused on community impact; Junior Board Member; We will have board meetings quarterly and participate in community service events bi-monthly; 05/12/2026; 3hrs/mth; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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