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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fenton Fire Protection District | Fenton | MO | 08/2001 | 06/2023 |
| Capital Management Services, Inc | Manchester | MO | 01/2015 | 12/2022 |
| Sherman Portfolios, Llc | Hillsboro | MO | 10/2022 | Present |
| William E Sherman And Associates | St. Louis | MO | 05/2011 | 06/2023 |
| Pinkerton Retirement Specialists, Llc | Hillsboro | MO | 06/2023 | Present |
SHERMAN PORTFOLIOS INVESTMENT ADVISER DIRECTOR RESEARCH INVESTMENT RELATED SINCE 10/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
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