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1378 S 5Th St, Saint Charles, MO 63301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | St. Louis | MO | 10/2013 | 07/2018 |
| Oakview Wealth Solutions Llc | St. Charles | MO | 07/2018 | Present |
| Stifel Nicolaus & Co Inc | St. Louis | MO | 11/2014 | 07/2018 |
| Oakview Tax Solutions Llc | Saint Charles | MO | 01/2023 | Present |
I am currently a founder and Managing Member of Oakview Tax Solutions LLC. This is a non-investment-related business located at the same location as Oakview Wealth Solutions LLC. This is a tax preparation business that started on 1/2023. I spend approximately 12 hours a month devoted to this other business with half of these hours occurring during securities trading hours. As an Enrolled Agent I prepare and file tax returns for individuals and businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-30 |
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