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16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-26 |
| MO | RA | APPROVED | 2013-11-30 |
Branch Locations
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbm Wealth Consultants, Llc | Chesterfield | MO | 11/2013 | Present |
| Mbm Insurance Services | Chesterfield | MO | 01/2010 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2013 | 09/2016 |
1) MBM Insurance Services, LLC; Investment-related; Chesterfield, MO; Nature: Insurance brokerage; Position: Agent; Start Date: 01/2010; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: Sales and service of fixed insurance products. 2) BW Wealth Consulting, LLC; Not investment-related; St. Louis, MO; Nature: Business entity for tax purposes; Position: Member; Start Date: 01/2020; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: 100% Owner. 3) Weckback Property Management, LLC; Not investment-related; St. Louis, MO; Nature: LLC created for tax purposes, owns 50% of Wange, LLC; Position: Member; Start: 05/2022. 5 hrs/mo, 0 during Trading Hours. Duties: Manage property service providers. 4) Wange, LLC; Not investment-related; St. Louis, MO; Nature: Investment properties; Position: Registered Agent; Start: 5/2022; 0 hrs/mo; 0 during trading hours. Duties: Manage business activities. 5) Elkhorn Lodge, LLC; Not investment-related; St. Louis, MO; Nature: Investment properties; Position: Manager; Start Date; 3/2026; 12 hrs/mo; 0 hrs/mo during trading hours; Duties: Manage business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-14 |
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