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16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-01 |
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 |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | St. Louis | MO | 06/2011 | 04/2026 |
| Cliftonlarsonallen Llp | St. Louis | MO | 11/2016 | 04/2026 |
| Mbm Wealth Consultants, Llc | Chesterfield | MO | 05/2026 | Present |
1. JSF Wealth Management, LLC; Non-Investment Related; St. Louis, MO 63123; Pass through vehicle for tax purposes; Member; 4/2026; 2 hrs/mo; 0 hrs/mo during trading hours; 100% Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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