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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | St Louis | MO | 05/2010 | 01/2021 |
| Usaa Investment Services Co | St Louis | MO | 03/2017 | 01/2021 |
| Edward Jones | St Louis | MO | 12/2021 | Present |
| N/A | St Louis | MO | 01/2021 | 11/2021 |
Achaean Risk Services Type of business: Retirement income product Lake Forest, IL Start date: 9/26/2011 LPT Hours per week: 0 Hours during trading: 0 * 4540 Lindell Investment LLC Type of business: Residential Rental Property Saint Louis, MO Start date: 3/27/2018 General Partner (50%) Hours per week: 0 Hours during trading: 0 My husband and I are 50/50 general partners in a LLC that owns two residential condominiums in the St. Louis area that we rent. * Nova TLC Sports LLC Type of business: Distribution of Pickleballs Saint Louis, MO Start date: 5/4/2025 Member Hours per week: 0 Hours during trading: 0 The LLC is in draft form but has not be officially formed. My husband and our two adult children are the Members. I don't perform any duties related to this business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
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