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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd Suite 100, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Creve Coeur | MO | 02/2015 | 04/2020 |
| Various Insurance Carriers For W&R Insurance Agencies | Ballwin | MO | 09/2015 | 04/2020 |
| Birkenholz Lp | Ballwin | MO | 11/2017 | Present |
| Tap Consulting, Llc Dba Genex Consulting | Kirkwood | MO | 04/2020 | 03/2025 |
| Private Client Services, Llc | Kirkwood | MO | 04/2020 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) INSURANCE BUSINESS. 10900 MANCHESTER RD, STE 100, KIRKWOOD, MO 63122. SELL LIFE INSURANCE AND ANNUITY PRODUCTS. 2 HOURS/MO; 2 DURING TRADING HOURS. 2) ST LOUIS PROS BASEBALL CLUB. 906 CASTLE PINES DR, BALLWIN, MO 63021. NOT FOR PROFIT YOUTH BASEBALL CLUB. BOARD MEMBER. 4 HOURS/MO; 0 DURING TRADING HOURS. 3) Offers Insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company of Summit which is licensed to sell various insurance products. Mr. Birkenholz earns both cash and non-cash compensation based on sales of these products. 4) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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