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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED | 2023-01-05 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Boerne, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2022 | Present |
| Usaa | San Antonio | TX | 12/2000 | 08/2022 |
HWI, LLC Type of business: Passive Investment holding Boerne, TX Start date: 3/1/2006 Owner Hours per week: 0 Hours during trading: 0 Passive investment holding in a retail box company in Houston. Cypress Box Company LLC CSW Development, LLC Type of business: Real Estate Development Austin, TX Start date: 1/1/2015 Limited Partner Hours per week: 0 Hours during trading: 0 Passive investments in several real estate developments throughout central Texas. Each property has its own sub LLC. Sobo Holdings, LLC Type of business: Real Estate Holdings Boerne, TX Start date: 1/1/2018 Owner Hours per week: 0 Hours during trading: 0 Passive real estate investment income with Short and long term tenants. MC 211 Potranco LLC Type of business: Commercial Property Investment San Antonio, TX Start date: 6/9/2023 Investor-Commercial Property Hours per week: 0 Hours during trading: 0 No responsibilities- Silent Investor/Member in the LLC for the properties within the real estate portfolio. MC Windcrest LLC Type of business: Retail Building San Antonio, TX Start date: 8/30/2024 Investor- Real estate Hours per week: 0 Hours during trading: 0 Silent investor in LLC that purchased land to lease back to retail companies. MC Marbach 1604 LLC Type of business: Commercial Real Estate San Antonio, TX Start date: 5/1/2025 Silent Investor- Building Hours per week: 0 Hours during trading: 0 Silent Investor in Commercial Property for Lease 1604bak LTD Type of business: Commercial Property -Storage San Antonio, TX Start date: 5/1/2025 Silent Investor Hours per week: 0 Hours during trading: 0 Silent investor in Commercial Self Storage Development 1604bak LTD Type: Commercial Property -Storage Date: 05/01/25 Title: Silent Investor Trad Hrs: 0 Tot Hrs: 0 Desc: Silent investor in Commercial Self Storage Development City-State: San Antonio TX Stephen Oakes (Brother in Law) San Antonio, TX Start date: 12/1/2022 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-05 |
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