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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
Branch Locations
2941 Wakefield Pines Dr Suite 201, Raleigh, NC 27614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcclarren Financial Advisors | State College | PA | 04/2018 | 07/2021 |
| M&T Bank | State College | PA | 08/2017 | 02/2018 |
| Edward Jones Investments | Olympia | WA | 01/2014 | 08/2017 |
| Buckley Wealth Management, Llc | Las Vegas | NV | 07/2021 | 07/2022 |
| Edward Jones | St. Louis | MO | 08/2023 | Present |
| Wells Fargo Bank | Las Vegas | NV | 09/2022 | 12/2022 |
| Tri Area Ministry Food Bank | Wake Forest | NC | 01/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2021-04-20 |
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