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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-14 |
| WI | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cottage Grove | WI | 11/2014 | 09/2016 |
| Summit Credit Union | Cottage Grove | WI | 05/2021 | 08/2021 |
| Uw Health | Madison | WI | 05/2022 | 08/2022 |
| Summit Credit Union | Madison | WI | 05/2023 | 08/2023 |
| Summit Credit Union | Madison | WI | 05/2024 | 08/2024 |
| University Of Wisconsin-Madison | Madison | WI | 09/2020 | 05/2024 |
| Maple Bluff Country Club | Madison | WI | 05/2022 | 12/2024 |
| University Of Wisconsin-Madison | Madison | WI | 09/2024 | 12/2024 |
| New York Life Insurance/Ny Life Securities Company | Madison | WI | 02/2025 | 07/2026 |
| Usa Hockey, Dchoa, Wiaa | Madison | WI | 10/2016 | 02/2025 |
| Action Financial Strategies, Llc | Madison | WI | 02/2025 | 07/2026 |
| Maple Bluff Country Club | Madison | WI | 04/2026 | 07/2026 |
| Edward Jones | St Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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