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Fenton, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-12 |
| MO | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/2016 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2016 | 06/2025 |
| Msmf Wealth Management | St. Louis | MO | 01/2016 | 06/2025 |
| Aech Financial | Fenton | MO | 06/2025 | Present |
1) NAME OF OTHER BUSINESS: KELLER WILLIAMS INVESTMENT RELATED: NO; ADDRESS: 1717 HIDDEN CREEK CT, ST. LOUIS, MO 63131; NATURE OF BUSINESS: REAL ESTATE; START DATE: 8/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MEMBER ONLY TO RECEIVE EXCLUSIVE CONFERENCES FOR NETWORKING AND MARKETING; 2) NAME OF OTHER BUSINESS: WELCOME TO THE CAUSE DBA Redefine, INVESTMENT RELATED: NO, ADDRESS: P.O. BOX 210365, ROYAL PALM BEACH, FL 33421, NATURE OF BUSINESS: REFERRAL PARTNER, START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDE GENERAL STRATEGIES AND BEST PRACTICES IN EXCHANGE FOR REFERRALS; 3) NAME OF OTHER BUSINESS: SUMMIT RIDGE ESTATES HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 3 HOLLENBERG CT BRIDGETON, MO 63044; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE OVERSIGHT, MAINTENANCE OF THE INDENTURES, FINANCES, AND COMMON GROUND OF OUR SUBDIVISION. 4) Principal of Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
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