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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED_RES | 2025-09-29 |
Branch Locations
2001 N Gary Ave Suite 220, Wheaton, IL 60187 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Chicago | IL | 01/2020 | 07/2024 |
| Purdue Global University | Chicago | IL | 07/2013 | 07/2018 |
| Bank Of America Na | Chicago | IL | 08/2022 | 07/2024 |
| Edward Jones | St Louis | MO | 09/2025 | Present |
| Lion's Capital | Aurora | IL | 02/2018 | Present |
Lion's Capital Type of business: Real Estate Data Lombard, IL Start date: 1/1/2018 Owner Hours per week: 10 Hours during trading: 3 Desc: Provide data for real estate developers or family's that are looking to for real estate properties and would like information and data to evaluate the following: Life Style Fit, Location convenience, Home Conditions, and Estimated Maintenance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
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