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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
711 San Gabriel Village Blvd Ste 101, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ias | Austin | TX | 01/2016 | 10/2018 |
| Ally Financial | Detroit | MI | 11/2018 | 02/2022 |
| American Benefits Exchange | Austin | TX | 03/2022 | 07/2024 |
| First Heartland Capital Inc | Lake St Louis | MO | 08/2024 | 03/2026 |
| Edward Jones | St. Louis | MO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
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