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410 Sovereign Ct. Suite 13, Manchester, MO 63011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-02-14 |
Branch Locations
410 Sovereign Ct. Suite 13, Manchester, MO 63011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services | St. Louis | MO | 09/1989 | Present |
| World Equity Group, Inc. | Arlington Heights | IL | 12/2007 | Present |
FIXED AND EQUITY ANNUTIES WITH VARIOUS COMPANIES, LONG AND SHORT TERM DISABILITY, ANNUITY, HEALTH INSURANCE, LIFE INSURANCE, GROUP DENTAL, UNIVERSAL LIFE, COMMISSIONS, AGENT. I SPEND APPROXIMATELY 4 HOURS PER WEEK ON THESE ACTIVITIES. 1/1/2011 - COLLEGE FUNDING SOLUTIONS - 86 B LOST DUTCHMAN DR, ST PETERS, MO 63371 - ASSISTS HIGH SCHOOL JUNIORS & SENIORS TO SELECT APPROPRIATE COLLEGES & CAREERS - NOT INVESTMENT RELATED - 5 HRS/MON
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-28 |
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