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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-09
CA RA APPROVED 2023-09-13
  • TX RA
    APPROVED
    Since 2025-07-09
  • CA RA
    APPROVED
    Since 2023-09-13

Branch Locations

225 South Cabrillo Hwy 103 C, Half Moon Bay, CA 94019 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2023 Present
Iron Mountain Inc. Boston MA 07/2019 07/2023
Alfresco Software Boston MA 05/2015 07/2019
  • 07/2023 → Present
    St Louis, MO
  • 07/2019 → 07/2023
    Iron Mountain Inc.
    Boston, MA
  • 05/2015 → 07/2019
    Alfresco Software
    Boston, MA
Other Businesses

"Luke Chu Type of business: Rental Property San Mateo, CA Start date: 2/1/2016 Property Manager Hours per week: 1 Hours during trading: 0 Desc: Address tenant turnover for long term rentals, typically annual. Ensure single unit condo is in working order for current tenant and address any issues as they arise." * Daylight CP Fund 2024, LLC Type of business: Solar Systems Investments Washington, DC Start date: 12/24/2024 LPT Hours per week: 0 Hours during trading: 0 Attend weekly business meeting via conference call (approx 2 hours per week)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
  • S66 Uniform Combined State Law Examination
    2023-09-06

View on SEC IAPD

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