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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-17 |
| TX | RA | APPROVED_RES | 2020-03-31 |
| MO | RA | APPROVED | 2004-06-16 |
Branch Locations
Three City Place Drive Suite 690, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | St. Louis | MO | 07/1988 | Present |
| Nylife Securities Inc. | St. Louis | MO | 06/1989 | Present |
| Champion-Johnson Group | St. Louis | MO | 11/2006 | 04/2021 |
| Eagle Strategies Llc | Suite 690 | MO | 03/2020 | Present |
| J. Morel & Associates Llc | Creve Coeur | MO | 04/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; City Place One, Ste 260, One City Place Dr, Creve Coeur, MO 63141; Start Date: 11/2006; Role/Title: Insurance Broker; Investment related] [OPERATING UNDER THE DBA NAME OF J. MOREL & ASSOCIATES LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CREVE COEUR, MO; START DATE: 04/2021][New Life In Christ Church; Religious (My church); 689 Scott Troy Road, Ofallon, Illinois 62269; Start Date 02/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; assist at the pleasure of the Bishop with planning the church's future, ministry growth]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-28 |
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