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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 11/2016 | 02/2023 |
| Benjamin F. Edwards & Company | Saint Louis | MO | 02/2023 | 06/2026 |
| &Partners | Nashville | TN | 06/2026 | Present |
1)Rental property; owner; investment-related; Belleville and Collinsville IL; collect rent, make repairs, maintain the residences and finance for the properties; Start 8/1/18; 5 hours/month with zero during trading hours. 2)Boys soccer coach; non-investment related; Glen Carbon, IL; assistant varsity coach and head junior varsity coach; during the season from August-November I spend 60 hours/month with zero during trading hours. 3) JJ & CD LLC; owner; investment-related; Real Estate holding; Mascoutah, IL; collect rent, make repairs, maintain the residences and finance for the properties; Start March 2023; 20 hours/month with zero during trading hours. JJ & CD LLC POSITION: Owner NATURE: Real estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: Collinsville, Illinois 62234 Rental property: DESCRIPTION: Landlord and owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-26 |
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