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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-31 |
Branch Locations
1600 Pine Grove Road Suite 108, Steamboat Springs, CO 80487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Stamford | CT | 02/2020 | 07/2025 |
| New Canaan School System | New Canaan | CT | 11/2012 | 06/2018 |
| Homemaker | New Canaan | CT | 06/2018 | 02/2020 |
| Edward Jones | St. Louis | MO | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-26 |
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