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125 South 4Th Street, Norfolk, NE 68701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-12-13 |
Branch Locations
220 W Lockwood Ave Ste 203, St. Louis, MO 63119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith Patrick Llc | St. Louis | MO | 07/2007 | 12/2016 |
| Blue Ocean Portfolios, Llc | St. Louis | MO | 01/2016 | 01/2018 |
| Swink, Smith, Coplen & Company, P.C. | Sunset Hills | MO | 01/2017 | 08/2019 |
| Smith Patrick Llc | St. Louis | MO | 08/2019 | Present |
Smith Patrick PC - not investment related - 220 W. Lockwood Ave Ste 203 St. Louis MO 63119 - Accounting Firm - Accountant/Partner - Start Date 08/2019 - 160 hours monthly/160 hours during trading hours - duties include tax and management WGRE Dev Co 1 LLC - not investment related - 220 W. Lockwood Ave Ste 203 St. Louis MO 63119 - real estate development - member - 2 hours monthly/2 hours during trading hours WGRE Holdings LLC - not investment related - 220 W. Lockwood Ave Ste 203 St. Louis MO 63119 - commercial real estate rental - member - 4 hours monthly/4 hours during trading hours WGRE Development Company LLC - not investment related - 220 W. Lockwood Ave Ste 203 St. Louis MO 63119 - real estate development - member - 2 hours monthly/2 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-11 |
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