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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-13 |
| CA | RA | APPROVED | 2024-01-09 |
Branch Locations
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
4343 Von Karman Avenue Ste 100P, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Financial & Tax Architects, Llc | St. Louis | MO | 12/2023 | Present |
| Advanced Wealth Management, Inc. | Newport Beach | CA | 02/2002 | Present |
| First Financial Security | Johns Creek | GA | 10/2018 | 09/2019 |
1. ADVANCED WEALTH MANAGEMENT, INC.; INVESTMENT-RELATED; NEWPORT BEACH, CA; INSURANCE; OWNER/AGENT; START 02/2002; APPROX. 20 HOURS PER MONTH; APPROX. 10 HOURS PER MONTH DURING TRADING HOURS; INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-21 |
| S66 | Uniform Combined State Law Examination | 2005-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-04 |
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