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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wellesley | MA | 05/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wellesley | MA | 11/2016 | 04/2022 |
| Ameriprise Financial Services, Llc | Westborough | MA | 04/2022 | 08/2025 |
| Edward Jones | St Louis | MO | 08/2025 | Present |
Various local restaurants Marlborough, MA Start date: 8/3/2025 Hours per week: 0 Hours during trading: 0 No responsibilities Entertainment Marlborough, MA Start date: 9/3/2025 Musician Hours per week: 1 Hours during trading: 0 Currently performing approx once per month in local eating establishments singing and playing guitar.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-03 |
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