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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-21 |
| WA | RA | APPROVED | 2025-09-16 |
| AZ | RA | APPROVED | 2025-04-03 |
| FL | RA | APPROVED | 2025-03-24 |
| NM | RA | APPROVED | 2025-03-14 |
| NV | RA | APPROVED | 2025-03-13 |
| UT | RA | APPROVED | 2025-03-11 |
| ID | RA | APPROVED | 2025-03-10 |
| MN | RA | APPROVED | 2025-03-10 |
| MO | RA | APPROVED | 2025-03-10 |
| NC | RA | APPROVED | 2025-03-10 |
| OR | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
50 S Stephanie Street Suite 102, Henderson, NV 89012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stuart Petty Investments | Salt Lake City | UT | 12/2011 | 12/2016 |
| Provantage Properties | Sandy | UT | 10/2012 | 12/2019 |
| Desert Crest Financial | Henderson | NV | 12/2015 | 01/2025 |
| Innovation Partners Llc | Charlotte | NC | 12/2015 | 12/2024 |
| Ip Financial Advisory Services | Charlotte | NC | 12/2019 | 03/2025 |
| Core Planning Llc | Saint Louis | MO | 03/2025 | Present |
SPS Solutions LLC is a non-investment-related business formed to sublease a portion of leased office space located at 50 S. Stephanie St., Suite 102, Henderson, NV 89012. I am the lessee of the office space and owner of the LLC, and I sublease part of the space to a third party in exchange for fixed monthly rent. My involvement is limited to administrative oversight and rent collection, requiring approximately 1-2 hours per month. No investment advisory services are provided through this business, and there is no client solicitation, referral activity, or shared compensation arrangement associated with this activity. The business activity is expected to begin on 2/1/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-15 |
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