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Scott M Peterson

Financial & Tax Architects, LLC

St. Louis, MO

CRD 5999160

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Employer firm

Financial & Tax Architects, LLC CRD 119169

$506M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-27
IL RA APPROVED 2019-07-19
MO RA APPROVED 2019-06-05
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • IL RA
    APPROVED
    Since 2019-07-19
  • MO RA
    APPROVED
    Since 2019-06-05

Branch Locations

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Maryland Heights MO 11/2011 05/2019
Financial & Tax Architects, Inc. St Louis MO 06/2019 Present
  • 11/2011 → 05/2019
    Edward Jones
    Maryland Heights, MO
  • 06/2019 → Present
    Financial & Tax Architects, Inc.
    St Louis, MO
Previous Registrations
  • 2014-09-29 → 2019-06-05
    Edward Jones
    Maryland Heights, MO
    Fenton, MO
    St Louis, MO
    St Louis, MO
    St Louis, MO
Other Businesses

Indpendent Insurance Agent selling a variety of insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-26
  • S66 Uniform Combined State Law Examination
    2014-09-26
Other Names
  • Scott Michael Peterson

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
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Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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