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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| OR | RA | APPROVED | 2023-12-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Redmond | OR | 03/2015 | 03/2018 |
| Wells Fargo Clearing Services Llc | Redmond | OR | 02/2017 | 03/2018 |
| Jp Morgan Securites Llc | Bend | OR | 03/2018 | 10/2021 |
| Jp Morgan Chase Bank Na | Bend | OR | 03/2018 | 10/2021 |
| Edward Jones | St Louis | MO | 10/2023 | Present |
| Topa 3D | Bend | OR | 05/2021 | 06/2023 |
| Western Oregon University | Monmouth | OR | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2017-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-12 |
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