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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
| VA | RA | APPROVED | 2024-08-08 |
Branch Locations
21001 Sycolin Rd Ste 300B, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2024 | Present |
| Centrifuge Llc | Reston | VA | 11/2020 | 02/2024 |
| Steele Strategies | Arlington | VA | 10/2019 | 11/2020 |
| Centrifuge Llc | Reston | VA | 01/2019 | 10/2019 |
| Strategy And Management Services, Inc. | Springfield | VA | 05/2018 | 01/2019 |
| United States Conference Of Catholic Bishops | Washington | DC | 02/2015 | 05/2018 |
Cardinal North Properties Group LLC Type of business: Commercial Real Estate Leesburg, VA Start date: 12/20/2023 Owner Hours per week: 1 Hours during trading: 1 Owner of commercial real estate "Sole Proprietorship Type of business: Rental Property Ashburn, VA Start date: 7/1/2022 N/A Hours per week: 0 Hours during trading: 0 Second home/investment property-owned by spouse Chad Williams-FA "Freelance Photography Type of business: Photography Leesburg, VA Start date: 4/1/2023 N/A Hours per week: 0 Hours during trading: 0 No Responsibilities "Narrative I/O Type of business: Tech-Startup & Marketplace for Data New York, NY Start date: 5/20/2021 0 Hours per week: 0 Hours during trading: 0 LPT" "Orchard, Inc Type of business: Real Estate FinTech Company New York, NY Start date: 7/28/2021 0 Hours per week: 0 Hours during trading: 0 LPT" "Narrative I/O Type of business: Tech-Startup & Marketplace for Data New York, NY Start date: 5/20/2021 0 Hours per week: 0 Hours during trading: 0 LPT" "Orchard, Inc Type of business: Real Estate FinTech Company New York, NY Start date: 7/28/2021 0 Hours per week: 0 Hours during trading: 0 LPT"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-06 |
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