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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-30 |
| KY | RA | APPROVED | 2025-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2017 | 06/2018 |
| Unemployed | Somerset | KY | 12/2016 | 03/2017 |
| Republican Party Of Kentucky | Lexington | KY | 08/2016 | 11/2016 |
| Avantax Advisory Services | Somerset | KY | 04/2021 | 06/2025 |
| Avantax Investment Services, Inc | Somerset | KY | 04/2021 | 06/2025 |
| Evans Harville Atwell & Co Cpas Pllc | Somerset | KY | 02/2021 | 12/2021 |
| Regions Bank | Birmingham | AL | 08/2019 | 02/2021 |
| Unemployed | Somerset | KY | 07/2018 | 07/2019 |
| Avantax Planning Partners | Dubuque | IA | 01/2022 | 06/2025 |
| Edward Jones | St Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
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