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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CA | RA | APPROVED | 2025-09-16 |
Branch Locations
26650 The Old Road Suite 215, Valencia, CA 91381-0746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed-Ole Adventures | Van Nuys | CA | 12/2007 | 07/2025 |
| Transamerica Financial Advisors, Inc | Encino | CA | 12/2015 | 07/2021 |
| World Financial Group, Inc. | Encino | CA | 09/2015 | 07/2021 |
| Real Estate And Lending Solutions, Inc. | Quartz Hill | CA | 09/2014 | 07/2025 |
| Edward Jones | St. Louis | MO | 07/2025 | Present |
TEAM Legacy SFV San Fernando, CA Start date: 4/1/2025 President Hours per week: 0 Hours during trading: 0 It's a networking group Chapter for a larger group called TEAM Referral Network. TEAM Legacy SFV San Fernando, CA Start date: 4/1/2025 President Hours per week: 0 Hours during trading: 0 It's a networking group Chapter for a larger group called TEAM Referral Network.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-08 |
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