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2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-03 |
Branch Locations
2 Cityplace Drive 2Nd Floor, Saint Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade Inc. | St. Louis | MO | 10/2015 | 04/2018 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 07/2023 | 01/2026 |
| Td Ameritrade, Inc | St. Louis | MO | 11/2017 | 05/2024 |
| Moment Private Wealth | St. Louis | MO | 01/2026 | Present |
Name of Outside Business:none; Investment Related:Yes; Address of Outside Business:Edwardsville, IL; Nature of Outside Business:Rental Property; Position:Landlord; Start Date:10/17/2016; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Manage rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-29 |
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