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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-19 |
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
31 W. Stuart Avenue Suite 200, Redlands, CA 92374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Modern Woodmen Of America | Rock Island | IL | 11/2017 | 08/2022 |
| Red Bull | Riverside | CA | 12/2016 | 11/2017 |
| Facess | Lake Elsinore | CA | 01/2016 | 12/2016 |
| Mwa Financial Services Inc | Rock Island | IL | 05/2018 | 08/2022 |
| Stifel, Nicolaus & Company, Incorporated | Redlands | CA | 08/2022 | Present |
1. Christian Business Partners (CBP) - Redlands Chapter; 459 E Highland Ave Redlands, CA 92373; A Christian networking organization that focuses on giving and receiving business from each other through member referrals; President of the Redlands chapter; I run the PowerPoint and keep the weekly meeting on track. Myself and the other 3 leadership members meet once a month to discuss how the chapter is doing and throw around ideas as to how to help the chapter and the members; 01/01/2026; 2hrs/wk; Not during securities trading hours; Not investment related 2. Business Networking International (BNI) - Redlands Business Elite; 440 Oriental Avenue Redlands, CA 92374; BNI (Business Network International) is a referral networking organization; Mentor Coordinator; Other members call me if the are needing assistance and guidance with how to successfully navigate BNI; 01/01/2026; 2hrs/wk; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-14 |
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