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11152 S Towne Square, Saint Louis, MO 63123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-17 |
| SC | RA | APPROVED | 2025-10-16 |
Branch Locations
11152 S Towne Square, Saint Louis, MO 63123 • United States
Taylors, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Realty Advisors Llc | Gilbert | AZ | 04/2015 | Present |
| Saxony Securities, Inc | St. Louis | MO | 10/2025 | Present |
| Saxony Capital Management | St. Louis | MO | 10/2025 | Present |
| Cabin Securities, Inc | Overland Park | KS | 02/2022 | 09/2025 |
1) SREI Group; DBA for Investment Related Activity. 2) Peak Realty Advisors; Non-Investment Related; 929 N Val Vista Dr, STE 109-6, Gilbert, AZ 85234; Started 02/2005; Real Estate Brokerage Firm; Owner; 1 hour per month during trading. 3) Life Insurance Business; Non-Investment Related; 929 N Val Vista Dr, STE 109-6, Gilbert, AZ 85234; Started 09/2005; Life Insurance Sales; Licensee; 1 hour per month during trading. 4) Arizona Republican Party Precinct Committeeman; Non-Investment Related; Started 10/2022; Precinct 315 Gilbert, AZ; Committeeman; 4 hours per month, 0 during trading; Unpaid to support party candidates through voter engagement, attendance of party meetings, canvasing, voting on party by-laws. 5) Accruit Q1 Connect Recommendation; not investment related, 523 E. Baylor Ln. Gilbert, AZ 85296. Recommending accountant/attorney/other professional to Accruit for Q1 services. 2hrs/month during trading hours starting Dec 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-23 |
| S66 | Uniform Combined State Law Examination | 2000-05-23 |
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