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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| CA | RA | APPROVED | 2024-03-11 |
Branch Locations
126 Clock Tower Place Suite 101, Carmel, CA 93923 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Carmel | CA | 11/2022 | 03/2024 |
| Wells Fargo Bank Na | San Francisco | CA | 12/2007 | 07/2021 |
| Spyglass Fiduciary Consultants | Carmel | CA | 08/2021 | 11/2022 |
| Bank Of America Na | Carmel | CA | 11/2022 | 03/2024 |
| Edward Jones | St Louis | MO | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-28 |
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