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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
102 Wonder World Dr Ste 303, San Marcos, TX 78666 • United States
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 |
|---|---|---|---|---|
| Edward Jones | San Marcos | TX | 02/2024 | Present |
| Thrive Mortgage | Georgetown | TX | 02/2022 | 12/2023 |
| Caliber Home Loans | Austin | TX | 07/2016 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-12 |
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