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168 N. Meramec Ave Suite 100, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-27 |
| MO | RA | APPROVED | 2024-08-26 |
| TX | RA | APPROVED_RES | 2024-08-26 |
Branch Locations
168 N. Meramec Ave Suite 100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 09/2017 | 09/2021 |
| Rexel | Fenton | MO | 01/2014 | 09/2017 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 09/2021 | 05/2022 |
| Schwab Private Client Advisory, Inc. | St. Louis | MO | 09/2021 | 05/2022 |
| Raymond James & Associates, Inc | St. Louis | MO | 05/2022 | 07/2024 |
| Foundation Wealth Management, Llc | Clayton | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
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