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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Chesterfield | MO | 04/2016 | 05/2026 |
| Osaic Wealth, Inc. | Chesterfield | MO | 05/2026 | Present |
1. PENSION ADMINISTRATORS & CONSULTANTS, INC. POSITION: President/IAR NATURE: C Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/06/2016 ADDRESS: 1544 Woodlake Drive, Chesterfield MO 63017, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products, Third party administration of retirement plans 2. ERIC WESTALL - FIXED INSURANCE POSITION: Broker NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2013 ADDRESS: 1544 Woodlake Drive, Chesterfield MO 63017, United States DESCRIPTION: Sale/marketing of fixed annuities and non variable insurance 3. ASCENSION CATHOLIC SCHOOL - SCHOOL BOARD POSITION: School Board Member NATURE: Catholic Grade School - Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2025 ADDRESS: 230 Santa Maria Dr, Chesterfield MO 63017, United States DESCRIPTION: School board member for my children's catholic grade school. Serve in an advisory role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-30 |
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