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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-07 |
| IN | RA | APPROVED | 2022-08-08 |
Branch Locations
48 W Main St Suite A, New Palestine, IN 46163-8554 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indianapolis | IN | 11/2016 | 02/2019 |
| Navcare, Llc | Augusta | GA | 03/2016 | 11/2016 |
| Bank Of America, N.A. | Indianapolis | IN | 05/2017 | 02/2019 |
| Edward Jones | St. Louis | MO | 03/2019 | 07/2021 |
| Ameriprise Financial Services, Llc | Noblesville | IN | 07/2021 | 08/2022 |
| Edward Jones | St. Louis | MO | 08/2022 | Present |
Business Ownership; West Port Brands; Co-Owner; e-Commerce business; McCordsville, IN 46055; Not Investment Related; September 2021; 10 to 19 hours per month; 0 during trading hours. ********** St. Simon Men's Club; Indianapolis, IN 46236; Not Investment Related; July 2021; 1-9 hours per month; 0 during trading hours ********** St. Simon Knights of Columbus; Indianapolis, IN 46236; Not Investment Related; July 2021; 1-9 hours per month; 0 during trading hours. ********** "West Port Brands LLC, dba Maple on Main Type: eCommerce Date: 11/05/21 Title: President/Co-Owner Trad Hrs: 5 Tot Hrs: 5 Desc: Operations, Logistics, Management, Accounting, eCommerce business that sells household goods online. City-State: Indianapolis IN"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-23 |
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