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16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-25 |
Branch Locations
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Westlake | OH | 03/2013 | 10/2022 |
| Edward Jones | St Louis | MO | 10/2022 | 04/2026 |
| Mbm Wealth Consultants, Llc | Chesterfield | MO | 06/2026 | Present |
1) Isaacs Wealth, LLC; Non-Investment Related; Glendale, CA; Pass through vehicle for tax purposes; Member; 8/2023; 2 hrs/mo; 0 hrs/mo during trading hours; 100% Owner. 2) MBM Insurance Services, LLC; Investment-related; Chesterfield, MO; Nature: Insurance brokerage; Position: Agent; Start Date: 6/2026; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: Sales and service of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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