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311 E. Elm, O'FAllon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2012 | 07/2017 |
| Unemployed | Ballwin | MO | 07/2017 | 03/2019 |
| B & B Financial Planning | O'FAllon | MO | 03/2019 | Present |
| Cutter & Company Brokerage | Ballwin | MO | 03/2019 | Present |
| Prospera Financial Services, Inc. | O'FAllon | MO | 05/2025 | Present |
1-B&B FINANCIAL PLANNING CO., INC.; YES INVESTMENT RELATED; 311 E ELM O'FALLON, MO 63366; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 40 HR/WK ALL DURING TRADING HOURS; DUTIES INCLUDE CLIENT REVIEW, INVESTMENT MONITORING AND PLANNING. 2-B&B FINANCIAL SERVICES, LLC/ DBA 100% OF TIME / O'FALLON, MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-11 |
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