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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
5011 Ocean Blvd Ste 205, Siesta Key, FL 34242 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Co | Milwaukee | WI | 06/2018 | 12/2024 |
| Northwestern Mutual Investment Services Llc | Sarasota | FL | 05/2019 | 12/2024 |
| Dsw | Sarasota | FL | 03/2016 | 06/2020 |
| State College Of Florida Manatee Sarasota | Bradenton | FL | 08/2015 | 12/2017 |
| University Of South Florida Sarasota Manatee | Sarasota | FL | 01/2018 | Present |
| Edward Jones | St Louis | MO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-15 |
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