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2085 Blue Stone Drive, Saint Charles, MO 63303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED_RES | 2024-10-29 |
Branch Locations
2085 Blue Stone Drive, Saint Charles, MO 63303 • 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 |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 09/1994 | Present |
| Coop Ins Agency, Inc | San Diego | CA | 05/2004 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2012 | 07/2025 |
| Axius Financial | Saint Charles | MO | 02/2010 | Present |
| Axius Advisors Llc | St. Louis | MO | 10/2024 | Present |
| Private Client Services | Clayton | MO | 07/2025 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/15/2012 3) MCKENDREE COLLEGE / 701 college road, Lebanon IL 62254 / 07/14/2022 / NIR / BOARD MEMBER / 3 HR/MO - 3 HR/MO TRADING Board Member @ McKendree College - 10 hrs/month 4) GLEN ECHO COUNTRY CLUB, 3401 Lucus and Hunt Road, St. Louis MO 63121, 10/2023, Board Member, NIR, 2 HR/MO - 0 HR/MO TRADING. Board Member @ Glen Echo Country Club - 10 hrs /month 5) INVESTMENT ADVISOR AT CAMBRIDGE INVESTMENT RESEARCH - NORMAL 40 HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-17 |
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