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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-08-06 |
Branch Locations
1314 Jeffco Blvd, Arnold, MO 63010 • United States
190 Gravois Bluffs Cir, Fenton, MO 63026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fenton | MO | 08/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Fenton | MO | 08/2026 | Present |
| Sound Income Group, Llc | Saint Louis | MO | 07/2025 | 07/2026 |
| Edward Jones | Saint Louis | MO | 07/2023 | 07/2025 |
| Ferguson-Florissant School District | Florissant | MO | 07/2014 | 06/2023 |
| 13166 East Lane Llc | Saint Louis | MO | 12/2024 | Present |
| Gracefield Enterprises Llc | Saint Louis | MO | 06/2020 | Present |
Entity Name: Gracefield Enterprises LLC Investment related: No Address: Private Residence Nature of the other business: Horses Position/Title/Relationship: Owner/Partner Start Date: 06/07/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Horse stables, we rent out a few stalls under this LLC. Entity Name: 13166 East Lane LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/02/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is for owning/operating a long-term rental property (single family home).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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