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910 E Broadway Suite 200, Columbia, MO 65201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-21 |
| MO | RA | APPROVED | 2020-12-07 |
| KS | RA | APPROVED | 2020-05-28 |
Branch Locations
910 E Broadway Suite 200, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demarche Associates | Merriam | KS | 07/2016 | 11/2016 |
| Blooom, Inc | Leawood | KS | 11/2016 | 05/2018 |
| C2Fo | Leawood | KS | 06/2018 | 06/2020 |
| C2Fo | Leawood | KS | 07/2020 | 04/2021 |
| Trek Wealth Planning | Columbia | MO | 09/2019 | Present |
| Origin Financial | San Francisco | CA | 12/2021 | 12/2022 |
Jordan Nietzel; Not investment-related; Columbia, MO; Financial services consulting; Consultant; December 2022; Approx. 5 hours/month; 0 hours/month during trading hours; Provide consulting services to financial services companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-05 |
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