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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-08 |
Branch Locations
622 Emerson Rd Ste 400, Saint Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionary Wealth Advisors, Llc | St. Louis | MO | 04/2016 | 06/2021 |
| Mosaic Family Wealth, Llc | St. Louis | MO | 06/2021 | 12/2021 |
| Mosaic Family Wealth Partners, Llc | St. Louis | MO | 01/2022 | 08/2023 |
| Larson Financial | St. Louis | MO | 08/2024 | 11/2025 |
| Unemployed | St. Louis | MO | 08/2023 | 08/2024 |
| Scott Underwood | St Louis | MO | 11/2025 | Present |
| Northwestern Mutual Investment Services, Llc | St Louis | MO | 01/2026 | Present |
OWNER, KEYS TO THE INVESTING CASTLE LLC, 3 GRANADA WAY, SAINT LOUIS, , MISSOURI, 63124, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 4/21/2026, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BLOGGER; NON INVESTMENT-RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-10 |
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