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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 11/2021 | 10/2022 |
| Western Nevada Supply | Sparks | NV | 06/2022 | 01/2023 |
| Reno High School | Reno | NV | 08/2016 | 06/2020 |
| Full Time Education | Reno | NV | 01/2014 | 05/2024 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2024 | 01/2025 |
| Stifel | Scottsdale | AZ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-08 |
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