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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| NJ | RA | APPROVED | 2026-06-05 |
| NY | RA | APPROVED | 2026-04-10 |
Branch Locations
825 Third Avenue Suite 2500, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | New York City | NY | 12/2016 | 07/2020 |
| Sinclair College | Dayton | OH | 10/2015 | 10/2016 |
| Fidelity Brokerage Services Llc | New York City | NY | 07/2020 | 08/2022 |
| Morgan Stanley | New York | NY | 08/2022 | 08/2023 |
| Corda Investment Management | Austin | TX | 05/2024 | 02/2026 |
| Edward Jones | St. Louis | MO | 04/2026 | Present |
| Unemployed | Jersey City | NJ | 08/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-26 |
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