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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
| MO | RA | APPROVED | 2022-06-03 |
Branch Locations
7733 Forsyth Blvd Ste 950, Clayton, MO 63105 • United States
St Albans, MO • 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Saint Louis | MO | 11/2014 | 05/2022 |
| Principal Securities Inc. | Saint Louis | MO | 03/2016 | 05/2022 |
| Summers Wealth Management, Llc | Saint Louis | MO | 04/2020 | 05/2022 |
| Ameriprise Financial Services, Llc | Clayton | MO | 05/2022 | Present |
Independent Insurance Brokering; Principal; 06/03/2022; Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-31 |
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