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11152 S Towne Square, Saint Louis, MO 63123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-10 |
| OK | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
11152 S Towne Square, Saint Louis, MO 63123 • United States
702 N 1St St. Suite 100, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironhorse Wealth Management | Oklahoma City | OK | 08/2012 | Present |
| Vsr Financial Services, Inc | Overland Park | KS | 12/2014 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 04/2016 | 09/2016 |
| Summit Brokerage Services, Inc. | Edmond | OK | 09/2016 | 05/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 05/2017 |
| Calton & Associates, Inc. | Edmond | OK | 05/2017 | 08/2019 |
| Saxony Securities Inc | St. Louis | MO | 10/2020 | Present |
| Plan Group Financial, Inc. | Oklahoma City | OK | 10/2020 | 11/2023 |
| Smart Money Group, Llc | Edmond | OK | 05/2017 | 10/2020 |
| Saxony Capital Management | St. Louis | MO | 11/2023 | Present |
1) Ironhorse Wealth Management and Ironhorse Investments & Estate Planning ; DBA for investment-related business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-02 |
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