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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| VA | RA | APPROVED | 2023-10-11 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International City Management Association-Retirement Corporation | Washington | DC | 07/2017 | 09/2018 |
| Self-Employeed/Golden Transcription | Richmond | VA | 08/2015 | 12/2017 |
| Lionbridge | Charlottesville | VA | 10/2016 | 04/2018 |
| Gowa Inc | Charlottesville | VA | 02/2017 | 06/2017 |
| Piedmont Tax Svc | Charlottesville | VA | 01/2017 | 04/2017 |
| Doubletree Hotel | Andover | MA | 04/2016 | 03/2017 |
| Sodexho | Waltham | MA | 04/2016 | 03/2017 |
| Doubletree Hotel | Charlottesville | VA | 09/2015 | 12/2016 |
| Reserve National Insurance | Charlottesville | VA | 02/2017 | 05/2017 |
| Colonial Webb | Richmond | VA | 06/2017 | 07/2017 |
| Sparks Personnel Services Inc | Baltimore | MD | 06/2020 | 02/2023 |
| Wells Fargo Clearing Services | Glen Allen | VA | 06/2020 | 02/2023 |
| Hri Lodging Dba Richmond Hilton Downtown | Richmond | VA | 11/2017 | 03/2020 |
| Edward Jones | St Louis | MO | 10/2023 | Present |
| White Lodging | Richmond | VA | 02/2023 | 10/2023 |
"White Lodging (Richmond Marriott Downtown) Type: Hotel Date: 05/01/23 Title: Banquet Bartender and Server Trad Hrs: 0 Tot Hrs: 8 Desc: Serve drinks and food at hotel banquet events, set up room, clear tables. City-State: Merrillville IN" "ASM Global Type of business: Theater Management Richmond, VA Start date: 5/16/2025 Banquet Server Hours per week: 5 Hours during trading: 0 Desc: Set up food/beverage stations, dining tables, serve food/beverages to guests. Theater guests and special events held at theater" "The Rama Fund, LLC Type of business: Short-term mortgages, bridge loans Calabasas, CA Start date: 3/15/2015 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities J.P Wealth Fund I LLC Type of business: Owns and manages apartment complex Las Vegas, NV Start date: 11/1/2021 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities SIG Wealth Fund LLC Type of business: Owns & manages apartment complexes Camarillo, CA Start date: 6/1/2022 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities Capella Opportunity Fund LLC Type of business: Short-Term mortgage notes Las Vegas, NV Start date: 10/1/2022 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities PPR Reliant Income Fund Type of business: real estate note investing Wayne, PA Start date: 10/20/2025 LPT Hours per week: 0 Hours during trading: 0 Desc: No responsibilities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-25 |
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