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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-03 |
| MO | RA | APPROVED | 2024-12-20 |
Branch Locations
7676 Forsyth Blvd, Clayton, MO 63105 • United States
One Bryant Park, New York, NY 10036 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chesterfield | MO | 07/2023 | 04/2024 |
| Doordash Incorporated | San Francisco | CA | 08/2020 | 07/2023 |
| Vi-Jon Incorporated | St. Louis | MO | 05/2020 | 07/2020 |
| Full-Time Education | San Antonio | TX | 08/2019 | 05/2020 |
| Lou Fusz Concession Stand | St. Louis | MO | 02/2018 | 08/2019 |
| Full-Time Education | Wildwood | MO | 07/2013 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clayton | MO | 04/2024 | Present |
| Trinity University | San Antonio | TX | 08/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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