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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-07 |
Branch Locations
21971 Hwy 32 Ste A, Ste Genevieve, MO 63670 • United States
2705 Dougherty Ferry Rd Suite 101, St. Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Group | St. Louis | MO | 07/2000 | 04/2025 |
| Farmers Financial Solutions | St. Louis | MO | 05/2001 | 04/2025 |
| Wolk Financial Group | Ste. Genevieve | MO | 04/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-13 |
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