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100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-15 |
Branch Locations
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umb Financial Corporation | St. Louis | MO | 11/2014 | 08/2017 |
| Morgan Stanley | Clayton | MO | 09/2017 | 03/2020 |
| Morgan Stanley Private Bank, N.A. | Clayton | MO | 09/2017 | 03/2020 |
| Jpmorgan Chase Bank Na | Clayton | MO | 09/2020 | 03/2023 |
| Jpmorgan Securities Llc | Clayton | MO | 09/2020 | 03/2023 |
| Unemployed | St. Louis | MO | 03/2020 | 09/2020 |
| Droms Strauss Wealth Management | St. Louis | MO | 04/2023 | 07/2025 |
| Larson Financial | St. Louis | MO | 05/2026 | Present |
| Unemployed | St. Louis | MO | 08/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-18 |
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