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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED_RES | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blattel And Associates | St. Peters | MO | 05/2000 | Present |
| Cutter & Company Brokerage, Inc | Chesterfield | MO | 05/2000 | 05/2025 |
| Prospera Financial Services, Inc. | St. Peters | MO | 05/2025 | Present |
INSURANCE SALES - BANNER & LINCOLN LIFE; INVESTMENT RELATED – NO; 1258 JUNGERMANN RD, ST. PETERS, MO 63376; INSURANCE SALES; REP; 09/2011; 1 HOUR PER MONTH; 1 DURING TRADING HOURS; QUOTE/SELL TERM INSURANCE PRODUCTS OFFERED THROUGH BANNER LIFE & LINCOLN LIFE. BLATTEL & ASSOCIATES; INVESTMENT RELATED - YES ; 1258 JUNGERMANN ROAD ST. PETERS MO, 63376; DBA; ADVISOR; 05/2013; 160 HOURS PER MONTH; 160 DURING TRADING HOURS; PROVIDING FINANCIAL PLANNING AND INVESTMENT RELATED SERVICES. BLATTEL HOLDINGS LLC / 1258 JUNGERMANN RD, ST. PETERS MO / CO-OWNER / NOT INVESTMENT RELATED / REAL ESTATE / RENTING/LEASING COMMERCIAL BUILDING SPACE / 10/2017/ 2 HOURS PER MONTH/ 2 DURING TRADING HOURS / COMPENSATED ON INCOME EARNED / PERSONAL FINANCIAL INVESTMENT IN ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-05 |
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