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1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-28 |
Branch Locations
225 East Columbia Street, Farmington, MO 63640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 09/2023 |
| Rm Supply | Herculaneum | MO | 06/2017 | 11/2017 |
| Turf Works | Cape Girardeau | MO | 03/2016 | 05/2017 |
| Southeast Missouri State University | Cape Girardeau | MO | 08/2013 | 05/2017 |
| U.S. Bancorp Investments, Inc. | Farmington | MO | 09/2023 | Present |
1) Rotary Club of St. Francois County; Not investment-related; Farmington, MO; Non-profit; Director; Director; 7/10/2025; 2-3 hours/month; 0 hours/trading; Board member, guide the club in the proper direction and vote on major decisions. 2) Ozark Oaks Capital, LLC; Investment-related; Doe Run, MO; Real Estate; Owner; 5/30/2025; 5-10 hours/month; 0 hours/trading; Manage and invest in real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-30 |
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