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12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-03-23 |
| TX | RA | APPROVED_RES | 2022-03-18 |
Branch Locations
12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
1301 Hrc Plaza Drive, Lake Saint Louis, MO 63367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chesterfield | MO | 12/2012 | Present |
| Cornerstone Wealth Management, Llc | Des Peres | MO | 12/2012 | 08/2021 |
| Kraft, Davis And Associates (Adk Wealth Advisory Group) | Chesterfield | MO | 09/2021 | Present |
1. 11/28/2012 - Endeavor Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 2. 10/1/2021 - Kraft, Davis and Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/07/2021 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Kraft, Davis and Associates, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/25/2025 - JBS Ventures, LLC - Investment Related - Real Estate Rental - 403 Long Gate Court - Start Date:01/02/2023 - 2 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-20 |
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