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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-01 |
| MO | RA | APPROVED | 2024-11-26 |
Branch Locations
400 Chesterfield Ctr, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 02/2018 | 06/2024 |
| Scottrade Bank | St. Louis | MO | 10/2016 | 09/2017 |
| Fortel's Pizza Den | Creve Couer | MO | 05/2011 | 10/2018 |
| Charles Schwab & Co. Inc | St. Louis | MO | 10/2016 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesterfield | MO | 10/2024 | Present |
| Congregation Shaare Emeth | Ladue | MO | 08/2022 | Present |
| Bank Of America, N.A. | Chesterfield | MO | 11/2024 | Present |
I*: 2070266Name of the other business St. Louis Chamber ChorusWhether the business is investment-related noAddress of the other business Clayton, MONature of the other business Sing for a semi-professional choirTitle, or relationship with the other business SingerStart date of your relationship 2024Approximate number of hours/month you devote to the other business 12 hours per monthNumber of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessI rehearse Monday evenings and perform in 6 concerts a year I*2409262Entity Type: CharitableName of OBA: Junior Achievement Community Impact BoardAddress: Chesterfield, MO 63005Investment Related: NoPosition, Title, Association: VolunteerEmployee Start Date: 05/26/2025Number of Hours: 5 hrs mthlyNumber of Hours during trading: 0Duties: Volunteer work to help spread financial literacy to youth. I*2791274, Entity Type: Entity Charitable, Name of OBA: Shaare Emeth, Address: Ladue, Missouri, 63141, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 09/13/2025, No Hours: 30 Weekly, No Hours during Trading: 0 Weekly, Duties: I will be singing for their high holy days coming up in September. This is a religious organization I*5404270, Entity Type Entity For Profit,Entity Publicly Traded, Name of OBA: Lyft Address: San Francisco California 94107 Investment Related: No Position, Title, Association: Employee Employee Start Date: 08/31/2026 No Hours: 7.5 Weekly No Hours during trading: 0 Duties: Taking people from Point A to Point B This a ride share company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-30 |
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