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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-30 |
| OH | RA | APPROVED | 2019-09-09 |
Branch Locations
1355 West Main Street Suite C, Bellevue, OH 44811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2016 | 11/2018 |
| Papa Johns | Lynchburg | VA | 09/2015 | 05/2018 |
| Don Tester Ford | Norwalk | OH | 07/2013 | 01/2017 |
| Liberty University | Lynchburg | VA | 08/2014 | 05/2018 |
| Lowes | Bluffton | SC | 02/2019 | 06/2019 |
| Edward Jones | St.LOuis | MO | 09/2019 | Present |
"Monument Wealth Management Type: Finance Date: 01/01/17 Title: Intern Trad Hrs: 5 Tot Hrs: 5 Desc: Helped with intern tasks such as gathering data for client meetings City-State: Alexandria VA" "Don Tester Ford Type: Car Dealership Date: 08/01/13 Title: Multipurpose Trad Hrs: 35 Tot Hrs: 15 Desc: Cleaned Cars Delivered Customers Traded Vehicles with other dealerships Cleaning/Organizing City-State: Norwalk OH" Thomas Heritage Holding Type of business: LLC Bellevue, OH Start date: 6/1/2026 Sole Member Hours per week: 0 Hours during trading: 0 Real estate holding LLC. I am buying the office that Wes and I (FAs) rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-22 |
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