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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-23 |
| FL | RA | APPROVED | 2018-04-24 |
Branch Locations
2201 Cantu Ct Suite 119, Sarasota, FL 34232-0000 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2018 | Present |
| Claimlynx, Inc. | Sarasota | FL | 10/2013 | 02/2018 |
| University Of South Florida | Tampa | FL | 05/2016 | 08/2017 |
Sage Asset Management Type of business: Family Farm Osprey, FL Start date: 1/1/2015 Minority Shareholder Hours per week: 0 Hours during trading: 0 Receive K-1 for passive, minority shareholder stake in family farms in Iowa. * Sarasota Children's Museum Sarasota, FL Start date: 1/1/2025 Finance Committee Member Hours per week: 0 Hours during trading: 0 I hold a Select Corporation account for the museum, which currently invests is PCOXX money market mutual fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-20 |
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