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111 East Miller Street, Jefferson City, MO 65102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
111 East Miller Street, Jefferson City, MO 65102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Missouri State Treasurer's Office | Jefferson City | MO | 07/2010 | 08/2023 |
| Central Trust Bank | Jefferson City | MO | 09/2023 | Present |
Name of other business: B & B Lakeview LLC; Is business Investment related: No; Address of other business: Chandler, TX; Nature of other business: Firearm Sales; Your position: Member/Manager; Start date of relationship: 10/2024; Approx. # of hours /month devote to other business: 5; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Owner. Name of other business: Missouri State Treasurer; Is business Investment related: Yes; Address of other business: Jefferson City, MO; Nature of other business: Portfolio Management; Your position: Portfolio Manager; Start date of relationship: 09/2025; Approx. # of hours /month devote to other business: 16-32; Number of hours devoted to other business during securities trading hours: 16-32; Briefly describe duties: Portfolio Manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-23 |
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