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Current Employers
Fyra Capital Management

1520 South 5Th Street Suite 300, St. Charles, MO 63303 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-14
TX RA APPROVED 2021-09-07
MO RA APPROVED 2021-09-03
  • IL RA
    APPROVED
    Since 2024-03-14
  • TX RA
    APPROVED
    Since 2021-09-07
  • MO RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2014 → 03/2019
    Wamhoff Financial Planning
    Saint Charles, MO
  • 07/2016 → 07/2021
    Saint Charles, MO
  • 09/2021 → Present
    Ae Financial Services, Llc
    Topeka, KS
  • 09/2021 → Present
    Pineridge Advisors, Llc
    Saint Charles, MO
  • 01/2022 → Present
    Equitas Accounting, Llc
    St Charles, MO
  • 03/2019 → Present
    Pineridge Advisors, Llc Dba Fyra Capital Management
    Saint Charles, MO
  • 07/2019 → Present
    Fyra, Llc Dba Fyra Capital Management
    Saint Charles, MO
Previous Registrations
  • 2016-07-08 → 2021-09-01
    Saint Charles, MO
    Huntington Beach, CA
    Saint Charles, MO
  • 2014-01-30 → 2016-07-08
    Vsr Financial Services, Inc.
    Overland Park, KS
    Saint Charles, MO
    Worden, IL
  • 2011-02-18 → 2014-01-30
    Militello Wealth Management, L.L.C.
    O'FAllon, IL
  • 2011-08-15 → 2014-01-24
    Clayton, MO
  • 2010-07-16 → 2010-12-07
    Kestra Investment Services, Llc
    St. Louis, MO
  • 2008-06-06 → 2010-06-30
    Trenton, IL
  • 2007-11-08 → 2008-06-13
    Uvest Financial Services Group, Inc.
    Edwardsville, IL
  • 2007-05-11 → 2007-10-16
    St Louis, MO
    New Baden, IL
    Glen Carbon, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-28
  • S66 Uniform Combined State Law Examination
    2007-04-28

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