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10326 Old Olive Street Road, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-03-23 |
| TX | RA | APPROVED_RES | 2020-07-15 |
| MO | RA | APPROVED | 2016-02-22 |
Branch Locations
10326 Old Olive Street Road, St. Louis, MO 63141 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Retirement Solutions Llc | St. Louis | MO | 06/2013 | Present |
| Compass Retirement Group Llc | St. Louis | MO | 11/2015 | Present |
1) Mitchell Retirement Group, LLC; NOT INVESTMENT RELATED; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; SALE OF LIFE, DISABILITY, ANNUITIES, EQUITY INDEXED ANNUITIES; AGENT; 06/2013 to present; 20 HOURS PER MONTH DURING SECURITY HOURS; RECOMMEND AND SELL VARIOUS INSURANCE PRODUCTS TO CLIENTS. 2) Path to Prosperity, LLC DBA Wealth Creators; NOT INVESTMENT RELATED. 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Life coaching. Clients of Path to Prosperity may become investment advisory clients. 20 hours per month. 3) Mamba Marketing Group, Inc. NOT INVESTMENT RELATED; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Bookkeeping entity used for marketing expenses. 5 hours per month. 4) CRE Solutions, LLC; NOT INVESTMENT RELATED; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Entity used for personal real estate investments. 2 hours per month. 5) APTS in STL, LLC; NOT INVESTMENT RELATED; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Entity used for personal real estate investments. 2 hours per month. 6) MGMT in STL, LLC; NOT INVESTMENT RELATED; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Entity used for personal real estate investments. 2 hours per month. 7) Mitchell Enterprise Group, LLC; 10845 OLIVE BLVD #190 ST LOUIS MO 63131; Entity used for personal real estate investment. This entity owns the building that serves as headquarters for investment advisory firm. 1 hour per month. 8) P2P, LLC and Digital Domination, LLC; Dormant Entities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-22 |
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