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12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-09 |
| MO | RA | APPROVED | 2023-04-14 |
Branch Locations
12645 Olive Boulevard Suite 229, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Seasons Wealth Management | Creve Coeur | MO | 06/2016 | 07/2020 |
| Lpl Financial, Llc | Creve Coeur | MO | 05/2015 | 06/2018 |
| Rfg Advisory | Creve Coeur | MO | 06/2017 | 06/2021 |
| Private Client Services | Creve Coeur | MO | 06/2018 | 06/2021 |
| Pinnacle Family Advisors | Springfield | MO | 07/2021 | 04/2022 |
| The Worley Banks Group, Llc | Creve Coeur | MO | 06/2022 | 03/2023 |
| Bison Financial Group | Creve Coeur | MO | 03/2023 | Present |
INSURANCE SALES; INVESTMENT-RELATED; MISSOURI; INSURANCE AGENT; START DATE: 6/2022; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-30 |
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