Milton J Beile Iii

Current Employers

Employment History

• 06/2016 → 03/2018
  Cutting Edge Advisors
  St. Louis, MO
• 06/2016 → 08/2017
  Ibn Financial Services, Inc.
  Liverpool, NY
• 06/2016 → Present
  Vestech Securities, Inc.
  Saint Louis, MO
• 03/2018 → Present
  Vestech Asset Management
  St Louis, MO
• 08/2018 → Present
  Ni Advisors, Inc.
  Milpitas, CA
• 03/2018 → 04/2019
  Alternative Distributors, Llc.
  Saint Louis, MO

Previous Registrations

• 2017-08-04 → 2018-03-09
  Cuttingedge Advisors
  Eureka, MO
• 2016-07-21 → 2016-12-31
  Cuttingedge Advisors
  Chesterfield, MO
  Eureka, MO
• 2013-09-27 → 2016-06-02
  Private Label Money Management, Inc.
  Nisswa, MN
• 2009-05-01 → 2013-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 2001-03-09 → 2009-05-20
  Citigroup Global Markets Inc.
  St. Louis, MO
  Clayton, MO

Other Businesses

1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: Vestech Securities 3.INVESTMENT RELATED: Y 4.ADDRESS OF BUSINESS: 11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141 5.COMPENSATION FOR ACTIVITY: Y 6.POSITION, TITLE, ASSOCIATION: Financial Representative 7.START DATE OF RELATIONSHIP: 07/2016 8.NUMBER OF HOURS DEVOTED: 160 hours per month 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 160 hours per month 10.DUTIES: Financial Representative 11. NATURE OF BUSINESS: Broker Dealer 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: Nii Advisors 3.INVESTMENT RELATED: Y 4.ADDRESS OF BUSINESS: 11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141 5.COMPENSATION FOR ACTIVITY: Y 6.POSITION, TITLE, ASSOCIATION: Financial Representative 7.START DATE OF RELATIONSHIP: 07/2016 8.NUMBER OF HOURS DEVOTED: 160 hours per month 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 160 hours per month 10.DUTIES: Financial Representative 11. NATURE OF BUSINESS: Broker Dealer 1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: Milton Beile Services 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: 1845 Rustic Oak Road, Chesterfield, MO, 63017 5.COMPENSATION FOR ACTIVITY: N 6.POSITION, TITLE, ASSOCIATION: Organizer/Owner 7.START DATE OF RELATIONSHIP: 4/1/2019 8.NUMBER OF HOURS DEVOTED: 20 hours per month 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 10 hours per month 10.DUTIES: Marketing and business administrative functions. 11. NATURE OF BUSINESS: Marketing Name of the other business: Insurance Agent Investment-related: No Address of the other business: 11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141 Nature of the other business: Insurance Sales Position: Insurance Agent Start date of your relationship: 01/2014 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: maintaining client relationships and procure applications and insurance policies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-02
• S63 Uniform Securities Agent State Law Examination
  2000-10-23

Other Names

• Milton Joseph Beile
• Milton Joseph Beile Iii
• Milton Joseph Beile
• Milton J Beile Iii
• Milton J Beile, Iii