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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| CA | RA | APPROVED | 2024-04-16 |
Branch Locations
33195 Temecula Pkwy Suite 3B, Temecula, CA 92592 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodsell & Company Cpa | San Diego | CA | 10/2019 | 03/2024 |
| Independent Financial Group | San Diego | CA | 12/2021 | 03/2024 |
| The Milton Law Firm | Surprise | AZ | 11/2011 | 06/2021 |
| Edward Jones | St. Louis | MO | 04/2024 | Present |
Professional Certification La Jolla, CA Start date: 8/1/2025 Instructor Hours per week: 5 Hours during trading: 0 I have been asked to be an instructor for individuals seeking their Certified Medicare Transition Advisor (CMTA) certification. ***** "The Milton Law Firm Type: Law Firm Date: 12/01/11 Title: Owner/Attorney Trad Hrs: 20 Tot Hrs: 20 Desc: Owner and Manager of a Estate Planning and Tax Planning Law Firm. Offers consulting services to other estate planning law firms. This activity was inactive from June 2020 to April 2024. City-State: Temecula CA"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-15 |
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