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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-26 |
| CA | RA | APPROVED | 2024-01-05 |
Branch Locations
22342 Avenida Empresa Suite 240, Rancho Santa Margarita, CA 92688 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Irvine | CA | 03/2022 | 10/2022 |
| First Data Corporation | Atlanta | GA | 01/2015 | 10/2017 |
| Netspend Corporation | Columbus | GA | 11/2017 | 03/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2022 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 12/2022 | 06/2023 |
| Edward Jones | St Louis | MO | 09/2023 | Present |
MNO Networking Group Tustin, CA Start date: 9/27/2024 New Membership Applications Hours per week: 2 Hours during trading: 2 Desc: This is a networking group similar to BNI with other COI professionals. I am in charge of new memberships which brings a great opportunity to establish relationships. There are 15 members in the group including CPA, Estate Planning Attorney, and other key COIs. * Networking Group Tustin, CA Start date: 9/29/2023 Stage Manager Hours per week: 2 Hours during trading: 2 Desc: This is a networking group similar to BNI. I am in charge of new memberships which brings a great opportunity to establish relationships. * Walk to End Alzheimer's Greater Irvine Type of business: Nonprofit - Alzheimer's Assoc Irvine, CA Start date: 3/1/2026 Volunteer - Executive Leader Hours per week: 2 Hours during trading: 2 Serve as a volunteer leader for the Walk to End Alzheimer's to ensure revenue goals are met Commit your company as a top sponsor Form a company team and lead or appoint a Company Coordinator Commit to becoming a top fundraising team Recruit additional Executive Leadership Team (ELT)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-27 |
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