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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-07-28 |
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sam's Club | Omaha | NE | 08/2020 | 07/2021 |
| Hy-Vee | Omaha | NE | 11/2017 | 08/2020 |
| Fnbo | Omaha | NE | 07/2021 | 10/2023 |
| Kaboomers | Wahoo | NE | 07/2017 | 08/2017 |
| Unemployed | Elkhorn | NE | 08/2017 | 12/2017 |
| Unemployed | Wahoo | NE | 01/2013 | 06/2017 |
| Charles Schwab & Co., Inc. | Omaha | NE | 10/2023 | 06/2025 |
| Edward Jones | St. Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
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