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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-20 |
| MO | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.J.B. Hilliard, W.L. Lyons,Llc | St. Peters | MO | 09/2008 | 05/2018 |
| Cutter And Company | Ballwin | MO | 06/2018 | 05/2025 |
| Green Bridge Wealth Advisors | St. Peters | MO | 06/2018 | Present |
| Prospera Financial Services, Inc. | St. Peters | MO | 05/2025 | Present |
1)DBA: GREEN BRIDGE WEALTH ADVISORS, LOCATED: 4600 MEXICO RD, ST. PETERS, MO 63376. 80 HOURS A MONTH DURING TRADING HOURS. FINANCIAL CONSULTANT/OWNER: DUTIES INCLUDE MANAGEMENT AND OPERATION OF BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-06 |
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