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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-10 |
| LA | RA | APPROVED | 2017-04-13 |
| TX | RA | APPROVED | 2016-02-24 |
| MO | RA | APPROVED | 2003-01-21 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp, Llc (Fka Plancorp, Inc.) | St. Louis | MO | 07/2002 | Present |
Effective September 1, 2017, member of Investment Committee, BrightPlan, LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-18 |
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