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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-25 |
Branch Locations
150 S. Wacker Drive, Chicago, IL 60606-4111 • United States
500 Maryville University Drive, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Missouri-Columbia | Columbia | MO | 09/2012 | 12/2016 |
| State Farm | Boonville | MO | 05/2016 | 09/2016 |
| Central Methodist University | Columbia | MO | 08/2016 | 12/2016 |
| Scottrade, Inc. | St Louis | MO | 03/2017 | 02/2018 |
| Td Ameritrade, Inc. | St Louis | MO | 02/2018 | 12/2023 |
| Charles Schwab & Co., Inc. | Webster Groves | MO | 01/2023 | Present |
Name of Outside Business:Referee; Investment Related:No; Address of Outside Business:St. Louis, MO; Nature of Outside Business:Coaching; Position:Referee; Start Date:1/6/2019; Hours per month: 10-20; Hours per month during securities trading hours: No; Description of Duties: I referee grade school basketball games ranging from 2nd grade to 8th grade at my former grade school and church
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-09 |
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