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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-30 |
| VA | RA | APPROVED | 2018-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Roanoke | VA | 06/2017 | 03/2018 |
| Transamerica Agency Network | Roanoke | VA | 09/2015 | 03/2018 |
| Edward Jones | St Louis | MO | 04/2018 | Present |
Bear Loop Hunting Club, LLC Powhatan, VA Start date: 1/1/2018 Member Hours per week: 0 Hours during trading: 0 Stock holding member, have to be minimum of 6 shares and a maximum of 10. I have 10 shares. No transfer agent, etc. Only hold stock certificates. I am not on the board and hold no official title of any kind. CrossFit Roseville Type of business: Fitness Center Roseville, CA Start date: 1/1/2021 Coach Hours per week: 4 Hours during trading: 0 Lead group fitness classes, occasional personal training. Investments Type of business: Investments Covington, VA Start date: 11/15/2024 Financial Advisor Hours per week: 0 Hours during trading: 0 Purchased the building Investments Type of business: Investments N/A, CA Start date: 11/15/2024 Financial Advisor Hours per week: 0 Hours during trading: 0 I've been asked by a business colleague to coach chair of Altamed foundation: Vincent Cortes..in how to run a board meeting and agenda making. Still need approval from dc franchise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-26 |
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