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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-25 |
| MO | RA | APPROVED | 2014-08-11 |
Branch Locations
Three City Dr Suite 590, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Creve Coeur | MO | 12/2003 | 06/2018 |
| Rfg Advisory | Creve Coeur | MO | 08/2014 | Present |
| Four Seasons Wealth Management | Creve Coeur | MO | 04/2003 | Present |
| Private Client Services | Creve Coeur | MO | 06/2018 | Present |
1) 01/09/2018. BILLBOARD LESSOR. RECEIVES $175 PER MONTH AS LESSOR- NO EMPLOYEES. 0 HOURS/MO; 0 DURING TRADING HOURS. 2) 07/27/2017. TROY MISSOURI. FARMLAND. OWNER/RECEIVE RENTAL CHECK TWICE A YEAR. 0 HOURS/MO; 0 DURING TRADING HOURS. 3) 12/04/2003. FOUR SEASONS WEALTH MANAGEMENT. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141. DBA FOR PCS BUSINESS. IAR. 4) 11/15/2017. POA FOR MARGARET M GRELLE (MOTHER) ACCOUNTS. REG REP/POA. 10 HOURS/MO 0 DURING TRADING HOURS. 5) 01/19/2010. KEVIN R GRELLE FINANCIAL, LLC. PERSONAL LLC FOR TAX PURPOSES. OWNER. 6) 08/01/2014. RFG ADVISORY. THREE CITY PLACE DR, STE 590, CREVE COEUR, MO 63141 RIA ACTIVITY. IAR. 7) PEDAL THE CAUSE. 900 SPRUCE STREET, STE 125, ST. LOUIS, MO 63102. CHARITY TO RAISE MONEY FOR CHILDREN WITH CANCER. RIDER, SEEKING SPONSORS. 3 HOURS/MO; 0 DURING TRADING HOURS. 8) ST JOSEPHS FATHERS CLUB. 2307 S LINDBERGH BLVD, ST LOUIS, MO 63131. VOLUNTEER AS A FATHER TO HELP RAISE MONEY (VIA GOLF TOURNAMENT) TO HELP BENEFIT THE ST JOSEPHS ACADEMY SCHOLARSHIP PROGRAM. VOLUNTEER (UN-PAID) WORKER/ORGANIZER. 3 HRS/MO; 0 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-24 |
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