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14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
| MO | RA | APPROVED | 2022-11-07 |
Branch Locations
250 E Wood Street, Troy, MO 63379 • United States
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Troy | MO | 01/2019 | 06/2024 |
| Arbor Point Advisors | Troy | MO | 01/2019 | 12/2022 |
| Syntegra Private Wealth Group Llc | Troy | MO | 10/2022 | Present |
| Osaic Wealth, Inc. | Troy | MO | 06/2024 | 02/2026 |
| Private Client Services | Troy | MO | 02/2026 | Present |
| Ameriprise Financial Services, Inc. | Troy | MO | 07/2016 | 01/2019 |
1) Haverkamp House LLC; not investment-related; 250 E Wood St, Troy, MO 63379; commercial rental of office building; member; start date: 05/2009; number of hours per month: 0. 2) Community Opportunities of Lincoln County; not investment-related; PO Box 420, Troy, MO 63379; provides support to individual with developmental disabilities; volunteer board member; start date 04/2012; number of hours per month: 2; number of hours per month during trading hours: 0. 3) Syntegra Tax & Business Services LLC; not investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; tax practice; CPA; start date 08/2024; number of hours per month: 10; number of hours per month during trading hour: 8. 4) Mercy Hospital Lincoln; not investment-related; 1000 E Cherry St, Troy, MO 63379; hospital; volunteer board member; start date 07/2021; number of hours per month: 1; number of hours per month during trading hours: 0. 5) Syntegra Private Wealth Group LLC; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date 10/2022; number of hours per month: 160; number of hours per month during trading hours: 160. 6) Insurance sales; investment-related; 250 E Wood St, Troy, MO 63379; insurance and annuity sales; insurance agent; start date: 01/2019; number of hours per month: 2; number of hours per month during trading hours: 2. 7) Mercy Foundation - Lincoln; not investment-related; 100 E Cherry St, Troy, MO 63379; charitable foundation; volunteer board member; start date : 07/2021; number of hours per month: 1; number of hours per month during trading hours: 0. 8) Sarah Burkemper CPA; not investment-related; 250 E Wood St, Troy, MO 63379; tax practice; owner and CPA; start date 05/2002; number of hours per month: 40; number of hours per month during trading hours: 30. 9) Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs 10) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-02 |
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