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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-04-17 |
| TX | RA | APPROVED_RES | 2024-03-20 |
| NY | RA | APPROVED | 2024-02-27 |
Branch Locations
12555 Manchester Road, St. Louis, MO 63131 • United States
New York, NY • 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 |
|---|---|---|---|---|
| Tigress Financial Partners, Llc | New York | NY | 11/2014 | 12/2016 |
| Colonial Life | New York | NY | 12/2016 | 04/2017 |
| Spartan Capital Securities Llc | New York | NY | 05/2017 | 08/2018 |
| Liftforward, Inc. | New York | NY | 01/2019 | 07/2020 |
| Syren Capital | New York | NY | 08/2018 | 02/2019 |
| Paritas Capital Management | Darien | CT | 04/2019 | 02/2020 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2020 | 08/2020 |
| Lisiten Associates | New York | NY | 07/2017 | 08/2018 |
| Aflac | New York | NY | 04/2017 | 01/2020 |
| Guardian Life Insurance Company | New York | NY | 07/2020 | 04/2021 |
| Park Avenue Securities | New York | NY | 07/2020 | 04/2021 |
| Wilmington Capital Securities, Llc | Garden City | NY | 04/2021 | 02/2022 |
| Elite Consulting Partners | Moorestown | NJ | 10/2022 | 12/2023 |
| Edward Jones | St Louis | MO | 12/2023 | Present |
| Littlebanc Advisors | Delray Beach | FL | 04/2021 | 04/2022 |
| Wealth Advisory Group | New York | NY | 07/2020 | 04/2021 |
| 1West Commercial | New York | NY | 07/2021 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 2010-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-31 |
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