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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| MD | RA | APPROVED | 2025-03-31 |
Branch Locations
1298 Bay Dale Dr Suite 207, Arnold, MD 21012-2804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex, Inc | Owings Mills | MD | 12/2015 | 06/2023 |
| Cambridge Investment Research, Inc.(Montgomery Financial ) | North Potomac | MD | 07/2023 | 12/2024 |
| Edward Jones | St. Louis | MO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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