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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City National Bank | Los Angeles | CA | 11/2020 | 10/2023 |
| Mufg Union Bank | Monterey Park | CA | 12/2016 | 10/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2023 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Los Angeles | CA | 10/2023 | 05/2024 |
| Aig | Los Angeles | CA | 09/2013 | 12/2016 |
| Jpmorgan Chase Bank Na | Los Angeles | CA | 04/2024 | 04/2025 |
| Jp Morgan Securities Llc | Los Angeles | CA | 04/2024 | 04/2025 |
| Edward Jones | St Louis | MO | 04/2025 | Present |
Wild Qi Type of business: Health and Wellness Center Ojai, CA Start date: 4/1/2025 Accounting Manager/CFO Hours per week: 15 Hours during trading: 0 I hold ownership in an LLC which is my wife's main business. I will be receiving no income. Responsibilities include bookkeeping, accounting, and working with CPA to file taxes. Rental Property Type of business: Vacation Rental Property Big Bear Lake, CA Start date: 12/1/2024 Owner Hours per week: 1 Hours during trading: 0 Desc: This a home I used to live in in Big Bear Lake, CA. When I moved out in 2024, I hired a property management firm to rent it out for me. They manage it completely. Humane Society of Ventura County Type of business: Non Profit Ojai, CA Start date: 6/9/2025 Budget Committee Member Hours per week: 2 Hours during trading: 0 I sit on the Budget/Finance committee which meets on the second Tuesday of every money Ojai Valley Democrats Type of business: Non Profit Political Ojai, CA Start date: 8/1/2025 Treasurer - Analyst Hours per week: 0 Hours during trading: 0 Assisting with filing FEC reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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