Stoy Tyree Hall

Current Employers

Employment History

• 03/2011 → 05/2017
  Modern Woodmen Of America
  Ankeny, IA
• 08/2012 → 05/2017
  Mwa Financial Services Inc
  Rock Island, IL
• 01/2020 → 10/2020
  Centric Advisors, Llc
  West Des Moines, IA
• 05/2017 → 12/2019
  Majors And Mondragon, Llc
  West Des Moines, IA
• 07/2020 → Present
  Black Mammoth Llc
  West Des Moines, IA
• 08/2020 → Present
  Black Mammoth Llc
  West Des Moines, IA

Previous Registrations

• 2017-05-19 → 2020-12-08
  Centric Advisors, Llc
  Cypress, TX
  West Des Moines, IA
• 2015-03-09 → 2017-05-11
  Mwa Financial Services Inc.
  Ankeny, IA

Other Businesses

1) Licensed insurance agent. Start date 2011, Investment Related Y, Hours per month less than 20. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. the investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of the investment adviser in their capacity as a licensed insurance agent. 2) President of the board for Starts Right Here Movement. start date 6/2019, Not investment related, spends approximately 5-10 hours per week (project based). 3) Owner of LNC Financial, start date 9/2016, not investment related, general consulting and consulting with regard to insurance matters. Time spent is approximately 20 hours per week. 4) CEO/Owner of Legacy Fiduciary Services, Inc., start date 1/2020, not investment related, general meetings with clients and consulting. time spent is approximately 5-10 hours per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-03
• S63 Uniform Securities Agent State Law Examination
  2012-09-11

Designations