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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED_RES | 2025-05-14 |
| DE | RA | APPROVED | 2023-01-30 |
Branch Locations
16 South Third Street Suite 1, Oxford, PA 19363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2022 | Present |
| Billings Symphony Orchestra | Billings | MT | 09/2018 | 09/2022 |
| Billings Symphony Orchestra | Billings | MT | 08/2017 | 09/2022 |
| Dubuque Symphony Orchestra | Dubuque | IA | 12/2018 | 09/2022 |
| Lima Symphony Orchestra | Lima | OH | 08/2021 | 09/2022 |
| 50 West Brewing Company | Cincinnati | OH | 08/2016 | 08/2017 |
| Wildflower Cafe | Mason | OH | 05/2018 | 08/2019 |
| University Of Tennessee At Martin | Martin | TN | 07/2020 | 07/2022 |
| College Conservatory Of Music | Cincinnati | OH | 08/2016 | 06/2018 |
Next Level Networking Nottingham, PA Start date: 3/2/2026 Community Engagement Hours per week: 0 Hours during trading: 0 Help organize and find guest speakers for networking group send thank you cards on behalf of next level networking * First Unitarian Church Wilmington, DE Start date: 1/1/2025 Treasurer (Advisory ONLY) Hours per week: 0 Hours during trading: 0 a. Be present on Zoom once per month at the beginning of a board meeting to answer any questions related to our monthly budget report. b. Meet with the Finance Committee c. Be available at our Annual Meeting of the congregation to answer questions regarding the budget.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-26 |
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