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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| CA | RA | APPROVED | 2024-08-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Personal Investment Management | Los Angeles | CA | 11/2020 | 08/2022 |
| Segal, Cohen & Landis | Beverly Hills | CA | 07/2017 | 11/2020 |
| Asia Media International | Los Angeles | CA | 05/2015 | 07/2018 |
| Student | Los Angeles | CA | 07/2014 | 05/2017 |
| Callo (Ai Technology Startup) | Los Angeles | CA | 08/2022 | 07/2023 |
| Northwestern Mutual | Los Angeles | CA | 08/2023 | 02/2024 |
| Edward Jones | St Louis | MO | 07/2024 | Present |
| Investment Sabbatical | Los Angeles | CA | 02/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-17 |
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