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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-12-02 |
| OR | RA | APPROVED | 2024-11-27 |
| ID | RA | APPROVED | 2024-11-26 |
| WA | RA | APPROVED | 2024-11-26 |
| WY | RA | APPROVED | 2022-08-02 |
| CO | RA | APPROVED | 2022-07-22 |
| MT | RA | APPROVED | 2022-07-22 |
| UT | RA | APPROVED | 2022-07-19 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | 07/2022 |
| Staples Inc. | Salt Lake City | UT | 05/2017 | 02/2018 |
| Garage Doors Inc. | San Jose | CA | 09/2016 | 04/2017 |
| 1800 Courier | San Jose | CA | 01/2016 | 09/2016 |
| Missionsquare Investment Services | Washington | DC | 07/2022 | Present |
Name: Salt Lake Community College. Non-investment related. Nature of Business: Education. Address: 4600 South Redwood Road, Salt Lake City, UT 84123. Position: Adjunct Professor. Start Date: 08/25/2025. Number of hours per month devoted to other business 8; during securities trading hours 0. Duties: Teach classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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