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680 Craig Road Suite 201, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-09 |
| MO | RA | APPROVED | 2006-04-18 |
Branch Locations
680 Craig Road Suite 201, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fullerton Group | St. Louis | MO | 09/1993 | Present |
| Roman, Butler And Fullerton | St. Louis | MO | 08/2003 | Present |
| Triad Advisors, Inc. | Norcross | GA | 08/2003 | 06/2023 |
| Esm Press, Inc | St. Louis | MO | 06/2016 | 05/2023 |
| Private Client Services | St Louis | MO | 06/2023 | Present |
1) Roman, Butler, Fullerton & Co dba- RBF Wealth Advisors. 680 Craig Road, Suite 201, St Louis, MO 63141. RIA. VP. 160 hrs/mo; 160 during trading hrs. 2) Paul T Fullerton Sr Insurance Agent. 12405 Cabot Manor Circle, St Louis, MO 63141. Life Insurance Agent. When needed, I sell life insurance policies to individuals. 0 hrs/mo. 3) The Fullerton Group, Inc. 12405 Cabot Manor Circle, St Louis, MO 63141. Serves as publishers' representative for educational publishers in the school and library market. I make sure that Quickbooks Intuit runs auto payroll each month. Co. has one employee, my wife, and my sole duty is to pay her. 0 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-15 |
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