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12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-09 |
| MO | RA | APPROVED | 2021-03-24 |
Branch Locations
12250 Weber Hill Road Suite 305, St. Louis, MO 63127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2016 | 11/2017 |
| Unemployed | St. Louis | MO | 11/2017 | 12/2017 |
| Duncan Financial Management, Inc. | Fenton | MO | 01/2018 | 02/2021 |
| Wheelhouse Advisory Group, Llc | Fenton | MO | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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