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1520 South 5Th Street Suite 300, St. Charles, MO 63303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| MO | RA | APPROVED | 2021-09-01 |
Branch Locations
1520 South 5Th Street Suite 300, St. Charles, MO 63303 • United States
12444 Powerscourt Drive Suite 235, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wamhoff Financial Planning | Saint Charles | MO | 01/2013 | Present |
| Calton & Associate, Inc. | St Charles | MO | 07/2016 | 09/2021 |
| Fyra Llc Dba Capital Management | St. Charles | MO | 09/2021 | Present |
| Ae Financial Services | Topeka | KS | 09/2021 | Present |
| Fyra Capital Management | St Charles | MO | 09/2021 | Present |
| Equitas Accounting, Llc | St Charles | MO | 01/2022 | Present |
| Council Of Financial Educators | St. Petersburg | FL | 09/2020 | Present |
| Pineridge Advisors, Llc Dba Fyra Capital Management | Saint Charles | MO | 07/2021 | Present |
| Captain Intensity Llc | St. Louis | MO | 07/2025 | Present |
1.) EQUITAS ACCOUNTING, LLC; INVESTMENT RELATED: NO; 1520 S 5TH ST, STE 300, ST CHARLES, MO 63303; TAX PREPARATION & TAX RELATED ACCOUNTING; MANAGING MEMBER; START DATE: 01/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; MANAGE EQUITAS ACCOUNTING, LLC'S EMPLOYEES AND OPERATIONS. 2.) FYRA LLC DBA FYRA CAPITAL MANAGEMENT; YES INVESTMENT RELATED;1520 SOUTH 5th STREET, SUITE 300, SAINT CHARLES, MO 63303. FINANCIAL PLANNING; FINANCIAL ADVISOR/MANAGING MEMBER. START DATE: 09/2021. APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; MANAGING MEMBER, REVIEW/MANAGE ASSETS WITH CLIENTS AND PREPARE REVIEWS 3.) VIANNEY HIGH SCHOOL INVESTMENT COMMITTEE; NON-INVESTMENT RELATED; 1311 S KIRKWOOD ROAD, KIRKWOOD, MO 63122; INVESTMENT COMMITTEE; VOLUNTEER; START DATE 09/2021; APPROX 2 HRS/MONTH; APPROX 2 HRS/MONTH DURING TRADING; HEAD THE INVESTMENT COMMITTEE FOR LOCAL HIGH SCHOOL. 4.) COUNCIL OF FINANCIAL EDUCATORS; POSITION: Educator/Instructor NATURE: Educate individuals on subjects in finance that are normally misunderstood and needed by everyone. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 360 Central Avenue, Suite 800, St. Petersburg, FL 33701, United States DESCRIPTION: Carry out the instruction to groups of individuals in the area @4 times per year. 5.) PINERIDGE ADVISORS, LLC DBA FYRA CAPITAL MANAGEMENT, POSITION: Managing Member NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2021ADDRESS: 1520 South 5th Street, Ste 300, Saint Charles, MO 63303, United States DESCRIPTION: Owner/Operator/IAR pay the bills of the company 6.) CAPTAIN INTENSITY LLC; POSITION: Agent NATURE: Client under contract to receive funds from the university for playing football. That is it in its entirety. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025; ADDRESS: 5743 Lilac Trails Drive St. Louis, MO 63128, United States DESCRIPTION: I will help advise on funds such as savings in a bank or investment account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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