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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-02
  • TX RA
    APPROVED
    Since 2024-02-02

Branch Locations

2929 N Central Expressway Suite 330, Richardson, TX 75080-2003 • 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 11/2023 Present
Self Employed Contract Consulting Dallas TX 07/2023 11/2023
Forvis Llp Springfield MO 03/2023 07/2023
Self Employed Dallas TX 10/2022 03/2023
Ewing Auto Group Plano TX 04/2021 10/2022
Ssmb Pacific Holding Co., Inc. Dba Norcal Kenworth San Leandro CA 08/2010 04/2021
  • 11/2023 → Present
    St Louis, MO
  • 07/2023 → 11/2023
    Self Employed Contract Consulting
    Dallas, TX
  • 03/2023 → 07/2023
    Forvis Llp
    Springfield, MO
  • 10/2022 → 03/2023
    Self Employed
    Dallas, TX
  • 04/2021 → 10/2022
    Ewing Auto Group
    Plano, TX
  • 08/2010 → 04/2021
    Ssmb Pacific Holding Co., Inc. Dba Norcal Kenworth
    San Leandro, CA
Other Businesses

Capstone Investments Series LLC Type of business: Residential Rental Dallas, TX Start date: 3/31/2021 Member Hours per week: 1 Hours during trading: 0 Desc: I do very little work for this rental. It is a single family property in St. Louis, MO and I have a local property management firm handle everything, including rent collection, repair scheduling. Seven15 Holdings LLC Type of business: Real Estate Holding company Dallas, TX Start date: 2/25/2022 Member Hours per week: 1 Hours during trading: 0 This entity manages the administrative and recordkeeping functions of Capstone Investments Series LLC, arranges financing (if need be) and handles acquisitions and disposals of properties held by Capstone.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-26
  • S66 Uniform Combined State Law Examination
    2024-01-26

View on SEC IAPD

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