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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
Arnold, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc. | St. Paul | MN | 08/2015 | 08/2023 |
| Minnesota Life | St. Paul | MN | 08/2015 | 08/2023 |
| Renaissance Financial | St. Louis | MO | 08/2015 | Present |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. BNI POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: , COLLINSVILLE IL , United States DESCRIPTION: Member 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. KIDS IN THE MIDDLE POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2008 ADDRESS: , St Louis MO , United States DESCRIPTION: Volunteer 4. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2018 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 5. ROSEDALE SUBDIVISION NEIGHBORHOOD POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: , Arnold MO , United States DESCRIPTION: Volunteer 6. NAME OF OTHER BUSINESS: LONE DELL ELEMENTARY PARENTS CLUB; INVESTMENT RELATED: NO; ADDRESS: 2500 TOMAHAWK DR, ARNOLD, MO 63010; NATURE OF BUSINESS: PARENTS CLUB; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SUPPORT THE SCHOOL COMMUNITY THROUGH EVENT PLANNING, VOLUNTEERING, AND FUNDRAISING ORGANIZATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
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