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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| FL | RA | APPROVED | 2025-03-03 |
Branch Locations
442 W Kennedy Blvd Suite 220, Tampa, FL 33606-1494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Macdill Afb | FL | 05/2015 | 09/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 10/2024 | 02/2025 |
| U.S. Marine Corps Reserves | Macdill Afb | FL | 10/2024 | Present |
| Agia | Houston | TX | 10/2024 | 02/2025 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
| Corebridge Financial | Houston | TX | 10/2024 | 02/2025 |
US Marine Corps Reserves Type of business: Military MacDill AFB, FL Start date: 10/1/2024 Major Hours per week: 40 Hours during trading: 0 Serve as an officer in the United States Marine Corps (USMC) Reserve, conducting training periodically to be ready for worldwide deployment in the event of activation by the USMC or the President. **** "US Marine Corps Reserves Type: Military Date: 10/01/24 Title: Major Trad Hrs: 2 Tot Hrs: 2 Desc: Serve as an officer in the United States Marine Corps (USMC) Reserve, conducting training periodically to be ready for worldwide deployment in the event of activation by the USMC or the President. City-State: MacDill AFB FL" * Association of Financial Educators (AFE) Type of business: 501(c)(3) Austin, TX Start date: 7/1/2025 Volunteer Hours per week: 1 Hours during trading: 0 Volunteer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-27 |
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