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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-05-09 |
Branch Locations
657 Spirit Airpark West Drive Suite 104, Chesterfield, MO 63005 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Defiance, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Frontenac | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 11/2016 | 05/2018 |
| Kestra Investment Services | Chesterfield | MO | 05/2018 | Present |
| Kestra Private Wealth Services | Chesterfield | MO | 05/2018 | Present |
Name: Undivided Wealth Management Investment Related: Yes Address: 657 Spirit Airpark West Drive, Ste 104 Chesterfield MO 63005 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Title: Director of Client Services Start Date: 5/9/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Assist my team with administrative tasks, as well as providing service to clients. Name: Hazelwood Rental Property Investment Related: Yes Address: 5324 Ville Angela Ln Hazelwood MO 63042 Nature of Business: Real Estate Position, Title or Relationship: owner/landlord Start Date: 4/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: landlord; pay utilities Name: ABSOLUTE CONSTRUCTION SERVICES, LLC POSITION: sole member owner NATURE: General contractor INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2010 ADDRESS: 10 Hobie Cat Ct, Defiance MO 63341 DESCRIPTION: computer, Quickbooks, banking transactions Name: DANIEL BOONE PTO POSITION: Fundraising Coordinator NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/06/2023 ADDRESS: 201 W Hwy D, , MO 63385, Wentzville MO 63385, United States DESCRIPTION: The Fundraising Coordinator plans for upcoming fundraising events and contacts the various locations to get these set up. E.g. rollerskating, restaurant fundraisers, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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