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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-03-03 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones Investment Group | Saint Robert | MO | 10/2016 | 07/2021 |
| Full-Time Student | Licking | MO | 04/2014 | 10/2016 |
| Woodbury Financial Services Inc | Saint Robert | MO | 08/2018 | 12/2020 |
| Berylson Trucking | Saint Robert | MO | 07/2016 | Present |
| Waddell & Reed, Inc | St Robert | MO | 12/2020 | 07/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 12/2022 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
07/2016-Present, Berylson Trucking, Saint Robert, MO, Bookkeeper, Sole Proprietorship, 8 hours/ month, 0 Sec Trading hrs. 01/2021-PRESENT; SOCIETY FOR CREATIVE ANACHRONISM; MILIPITAS, CA; POSITION: BRANCH EXCHEQUER (TREASURER); NOT INVESTMENT RELATED; 8 HRS/MO; 0 SECURITIES TRADING HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
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