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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2024-01-24 |
| MO | RA | APPROVED | 2023-12-04 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
Katy, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of La Verne | La Verne | CA | 06/2014 | 02/2017 |
| University Of La Verne | La Verne | CA | 02/2017 | 11/2021 |
| University Of California Irvine | Irvine | CA | 11/2021 | 06/2022 |
| University Of California Davis | Davis | CA | 06/2022 | 02/2023 |
| Core Planning | St. Louis | MO | 11/2023 | Present |
| Extended Travel | Dixon | CA | 03/2023 | 11/2023 |
| Rice University | Houston | TX | 11/2023 | Present |
| Xypn | Bozeman | MT | 11/2023 | 04/2024 |
Rice University; not investment related; 6100 Main St Houston, TX 77005; Education; Fin Sys Security Analyst; 11/15/2023; 160hr/month; 160hr/month during securities trading hours; Maintain Financial System (Oracle Cloud) security for the Accounting office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
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