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1201 Network Centre Drive, Effingham, IL 62401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-15 |
Branch Locations
1201 Network Centre Drive, Effingham, IL 62401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Trust Company | Clayton | MO | 03/2015 | 05/2017 |
| Wells Fargo Advisors | St. Louis | MO | 07/2017 | 11/2017 |
| Bdo Wealth Advisors, Llc | St. Louis | MO | 01/2018 | 09/2019 |
| Midland Wealth Advisors, Llc | St. Louis | MO | 06/2024 | Present |
| Regions Bank | St. Louis | MO | 02/2022 | 03/2024 |
| Midwest Trust Company | Clayton | MO | 07/2019 | 03/2021 |
| Unemployed | St. Louis | MO | 04/2021 | 01/2022 |
1) Licensed insurance agent; Investment-related; 9877 Manchester Rd, Rock Hill , MO. 63119; Insurance sales; Implementation of insurance recommendations; Start date: 06/2024; approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-31 |
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