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8147 Delmar Boulevard Suite 210, University City, MO 63130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-30 |
| MO | RA | APPROVED | 2022-10-24 |
Branch Locations
8147 Delmar Boulevard Suite 210, University City, MO 63130 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Bridgetown | MO | 05/2016 | 11/2017 |
| Lpl Financial Llc | Bridgeton | MO | 11/2017 | 04/2018 |
| Next Financial Group | Columbia | MO | 10/2018 | 09/2021 |
| Harris Stowe University | St. Louis | MO | 05/2018 | 09/2018 |
| Ckhfinancial Llc | University City | MO | 08/2022 | Present |
| Build-A-Bear Workshop | Overland | MO | 03/2022 | 06/2022 |
| Independent Insurance Agent | University City | MO | 10/2017 | Present |
INDEPENDENT INSURANCE AGENT: Start date 10/2017. NATURE: Life & Health Insurance. INVESTMENT RELATED: No. Time spent may vary throughout the year but generally involves 10% of Mr. Harrell's time. Address: CKHFinancial's office location. RICH TAX SERVICES. POSITION: Contractor NATURE: Tax Preparation INVESTMENT RELATED: No. Time Spent: May vary throughout the year, but approximately 10% of time during non-business and business hours: START DATE: 01/01/2017. ADDRESS: 7700 Olivo Blvd, St Louis MO 63130, United States. DESCRIPTION: Basic tax preparation HARRIS-STOWE STATE UNIVERSITY POSITION: Adjunct Professor NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No. Time spent may vary but generally 1% of time during non-business hours. START DATE: 01/01/2018 ADDRESS: 3026 Laclede Ave, St Louis MO 63103, United States. DESCRIPTION: Instruct finance courses as adjunct professor. ST. LOUIS PUBLIC SCHOOLS - Not investment related. Listed on the "on call" list as a substitute teacher. Hours may vary throughout the year as engagements accepted. School hours would overlap with market hours.. Catholic Charities - MaryGrove, Florissant, MO, A transitional home for children. The time spent on this activity is normally outside of the Adviser's business hours, will vary throughout the year but involve less than 2% of Mr. Harrell's time and none during business hours. Not investment related. On-call Residential Tech.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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