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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2012-02-28 |
Branch Locations
7711 Bonhomme Ave Suite 740, Clayton, MO 63105 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Clayton | MO | 06/2011 | Present |
| Mml Investors Services Llc | Clayton | MO | 06/2011 | Present |
(1) NAME: MICHAEL B CURTIS/ INTEGRATED PLANNING ADVISORS, LLC INV REL: Y ADD: 7711 BONHOMME AVE, SUITE 740, CLAYTON, MO 63105, NATURE: INDVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, & GROUP HEALTH POSITION: SALES/AGENT START DATE: 08/31/2019 NO. HR/MO:20 NO. HR/MO DURING SEC TRADING: 5 (2) NAME: MISSOURI CAPITAL PARTNERS LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: SIMPLE RENTAL PROPERTY, POSITION: OWNER, START DATE: 2/24/2010, NO. HR/MO: 4, NO. HR/MO DURING SEC TRADING: 0 (3) NAME: MISSOURI CAPITAL PARTNERS LLC, INV REL: Y, ADD: AT RESIDENTIAL ADDRESS, NATURE: OWNER OF LLC, POSITION: OWNER, START DATE: 2/24/2010, NO. HR/MO: 4, NO. HR/MO DURING SEC TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-09 |
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