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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 07/2002 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 07/2002 | 08/2023 |
| Renaissance Financial Corp | St. Louis | MO | 07/2002 | Present |
| H. Matthew Witte, Cpa/Pfs | St. Louis | MO | 05/1999 | Present |
| R.F. Brokerage | St. Louis | MO | 03/2003 | Present |
| Coop Ins Agency, Inc | San Diego | CA | 05/2004 | Present |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: March 2003 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2002 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. ROMAN CATHOLIC FOUNDATION OF EASTERN MISSOURI POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Investment Committee 4. STE. GENEVIEVE DU BOIS PARISH POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2012 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Catholic Ministry to residents of Archdiocese of St. Louis 5. H. MATTHEW WITTE CPA/PFS POSITION: Owner NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1999 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Provide advice on accounting & tax issues. No CPA activity allowed without prior authorization. 6. NAME OF OTHER BUSINESS: ARCHDIOCESE OF ST. LOUIS, MISSOURI; INVESTMENT RELATED: NO; ADDRESS: 441 MARK DRIVE ST. LOUIS, MO 63122; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/20212; POSITION/TITLE/RELATIONSHIP: PERMANENT DEACON; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PRISON MINISTRY, LITURGICAL LEADERSHIP, MARRIAGE PREPARATION, BAPTISMS, COMMITTEE WORK, FOOD PANTRY MINISTRY, PARISH LEADERSHIP, ETC.;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
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