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12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-04-14 |
Branch Locations
12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141 • United States
2 disclosure categories 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 | 11/2015 | 09/2017 |
| Rfg Advisory | Creve Coeur | MO | 06/2018 | 05/2020 |
| The Worley Banks Group, Llc | Creve Coeur | MO | 05/2022 | 01/2023 |
| Bison Financial Group, Llc | Creve Coeur | MO | 02/2023 | Present |
| The Worley Banks Group, Llc | Creve Coeur | MO | 05/2020 | 05/2022 |
1) INDEPENDENT INSURANCE AGENT, CREVE COEUR, MO. FIXED INSURANCE. AGENT. 10 HOURS/MO; 10 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-04 |
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