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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-27 |
| KS | RA | APPROVED | 2025-05-23 |
| MO | RA | APPROVED | 2025-05-23 |
Branch Locations
7301 Mission Rd Suite 250, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Leawood | KS | 10/2015 | 06/2017 |
| Wells Fargo Na | Overland Park | KS | 06/2018 | 12/2020 |
| Retirement Income Financial Services/Self Employed | Raytown | MO | 01/2021 | 08/2022 |
| Charles Schwab Bank | Santa Monica | CA | 09/2022 | 08/2024 |
| Nelson & Company Wealth Management | Kansas City | MO | 06/2017 | 05/2018 |
| Edward Jones | St. Louis | MO | 05/2025 | Present |
| Raytown Quality School District | Raytown | MO | 09/2024 | 05/2025 |
| Uber | Kansas City | MO | 03/2017 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-05 |
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