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St. Louis, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msmf Wealth Management | St. Louis | MO | 01/2016 | 10/2020 |
| Cetera Financial Specialists | Schaumburg | IL | 03/2016 | 10/2020 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 04/2016 | 10/2020 |
| Family Health Care Of Hendersonville | Hendersonville | TN | 08/2019 | 10/2020 |
| Buckingham Strategic Wealth | Clayton | MO | 10/2020 | 06/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/2022 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2022 | 06/2025 |
| Portfolio Guide | St. Louis | MO | 05/2025 | Present |
BURROUGH LANE HOME OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOA; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT ANNUAL DUES & PAY FOR LANE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-14 |
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