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1520 South 5Th Street Suite 300, St. Charles, MO 63303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2021-09-07 |
| MO | RA | APPROVED | 2021-09-03 |
Branch Locations
1520 S. 5Th Street Suite 300, St Charles, MO 63303 • United States
1520 South 5Th Street Suite 300, St. Charles, MO 63303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wamhoff Financial Planning | Saint Charles | MO | 01/2014 | 03/2019 |
| Calton & Associates, Inc. | Saint Charles | MO | 07/2016 | 07/2021 |
| Ae Financial Services, Llc | Topeka | KS | 09/2021 | Present |
| Pineridge Advisors, Llc | Saint Charles | MO | 09/2021 | Present |
| Equitas Accounting, Llc | St Charles | MO | 01/2022 | Present |
| Pineridge Advisors, Llc Dba Fyra Capital Management | Saint Charles | MO | 03/2019 | Present |
| Fyra, Llc Dba Fyra Capital Management | Saint Charles | MO | 07/2019 | Present |
1.) FYRA LLC;YES INVESTMENT RELATED;1520 5TH STREET,SUITE 300,SAINT CHARLES,MO 63303;FINANCIAL PLANNING SERVICES;MANAGING MEMBER/FINANCIAL ADVISOR;START DATE 11/2018;APPROX 10 HRS/MONTH;APPROX 10 HRS/MONTH DURING TRADING;BILLS,TAX RETURNS. 2.) FYRA LLC DBA FYRA CAPITAL MANAGEMENT; YES INVESTMENT RELATED; 11433 OLDE CABIN ROAD, 3RD FLOOR, SAINT LOUIS, MO 63141; INSURANCE SALES; MANAGING MEMBER; START DATE: 07/2019; APPROX 4 HRS/MONTH; APPROX 2 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES 3.) EQUITAS ACCOUNTING, LLC; INVESTMENT RELATED: NO; 1520 S 5TH STREET, STE 300, ST. CHARLES, MO 63303; NATURE: TAX PREPARATION & TAX RELATED ACCOUNTING; MANAGING MEMBER; START DATE: 01/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING. 4.) PINERIDGE ADVISORS, LLC DBA FYRA CAPITAL MANAGEMENT POSITION: CCO & INVESTMENT ADVISOR REPRESENTATIVE NATURE: RIA - Provide financial advisory services to clients. Manage portfolio models and compliance of the RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2019 ADDRESS: 1520 SOUTH 5TH STREET, SUITE 300, SAINT CHARLES MO 63303, United States DESCRIPTION: Currently serving as CCO, 47.50% Owner, Act as Portfolio Manager and IAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-28 |
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