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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
| WI | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2024 | Present |
| Bmo Bank, N.A. | Greendale | WI | 03/2018 | 05/2024 |
| Local Job Network | Milwaukee | WI | 08/2017 | 02/2018 |
| Chase Bank, N.A. | Milwaukee | WI | 01/2016 | 07/2017 |
RIVERVIEW POINTE HOA - non-investment related. One of the three board members of a 28 home "Home Owners Association." We run the monthly operations of cash flow and contract negotiations for the community. Began in June of 2021. 2-3 hours per month usually a week night off trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-12 |
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