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6 Cityplace Drive Suite 460, Creve Coeur, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-05-20 |
Branch Locations
6 Cityplace Drive Suite 460, Creve Coeur, MO 63141 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Creve Coeur | MO | 12/2010 | 06/2018 |
| Rfg Advisory | Creve Coeur | MO | 08/2014 | 05/2020 |
| Four Seasons Wealth Management | Creve Coeur | MO | 12/2010 | 05/2020 |
| Private Client Services | Creve Coeur | MO | 06/2018 | 05/2020 |
| The Worley Banks Group | Creve Coeur | MO | 05/2020 | Present |
1) THE WORLEY BANKS GROUP, YES, ST. LOUIS, MO, INSURANCE, INDEPENDENT INSURANCE AGENT, 05/2020, 20 HOURS PER MONTH, 10 HOURS PER MONTH DURING TRADING HOURS, INSURANCE SALES. 2)OLD WEBSTER OWNERSHIP, LLC, NO, ST. LOUIS, MO, REAL ESTATE, SHARE CLASS OWNER, 2019, 0 HOURS PER MONTH, PASSIVE INVESTOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-15 |
| S66 | Uniform Combined State Law Examination | 2002-04-18 |
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