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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-12 |
Branch Locations
630A Germantown Pike, Lafayette Hill, PA 19444 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emoney Advisor | Radnor | PA | 10/2012 | 05/2022 |
| Girard Advisory Services Llc | King Of Prussia | PA | 05/2022 | 09/2023 |
| Edward Jones | St Louis | MO | 09/2023 | Present |
| Univest | King Of Prussia | PA | 05/2022 | 09/2023 |
Rental Property Lafayette Hill, PA Start date: 9/1/2020 Landlord Hours per week: 1 Hours during trading: 0 Property Maintenance * Rental Property Lafayette Hill, PA Start date: 1/1/2025 Husband to owner Hours per week: 0 Hours during trading: 0 None. Wife's rental property that she solely manages.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-29 |
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