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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-06-29 |
| UT | RA | APPROVED | 2026-06-29 |
| CA | RA | APPROVED | 2026-06-26 |
| MD | RA | APPROVED | 2026-06-26 |
| MI | RA | APPROVED | 2026-06-26 |
| MS | RA | APPROVED | 2026-06-26 |
| NC | RA | APPROVED | 2026-06-26 |
| OR | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
| MO | RA | APPROVED | 2025-03-17 |
| NY | RA | APPROVED | 2025-03-17 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities, Llc | New York | NY | 09/2016 | 04/2021 |
| Facet Wealth | Baltimore | MD | 05/2021 | 03/2025 |
| Core Planning, Llc | Ofallon | MO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
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