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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
657 Spirit Airpark West Drive Suite 104, Chesterfield, MO 63005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | St Louis | MO | 02/2020 | 04/2020 |
| Wells Fargo Advisors | St Louis | MO | 01/2018 | 02/2020 |
| Wells Fargo Advisors | St Louis | MO | 10/2016 | 01/2018 |
| Wells Fargo | St Louis | MO | 01/2015 | 10/2016 |
| Edward Jones | St Louis | MO | 04/2020 | 01/2025 |
| Kestra Investment Services, Llc | Chesterfield | MO | 01/2025 | Present |
| Kestra Private Wealth Services | Chesterfield | MO | 01/2025 | Present |
Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADINBG HOURS: 130 START DATE: 01/22/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: MISSOURI KIDS ORG POSITION: Board Member & Secretary NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2020 ADDRESS: PO Box 727, St Peters MO 63376, United States DESCRIPTION: Attend board member meetings, approve items related to our recipients' needs, and assist in the raising of funds through two events. Bus Name: FORT ZUMWALT LACROSSE CLUB POSITION: Lacrosse Coach NATURE: Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 2633 Breckenridge Circle, OFallon MO 63368, United States DESCRIPTION: Perform all necessary duties to coach both freshmen and 12U lacrosse boys for the Fort Zumwalt Lacrosse Club. Practices are two evenings per week and games are on the weekends. Bus Name: 788 KERSTEN WAY POSITION: Homeowner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2023 ADDRESS: 788 Kersten Way, Osage Beach MO 65065, United States DESCRIPTION: Own and operate a rental condo that is on both airbnb and Vrbo. We handle all improvements and repairs. Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United StatesDESCRIPTION: IAR Bus Name: UNDIVIDED WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/22/2025 ADDRESS: 657 Spirit Airpark West Drive, Chesterfield MO 63005, United States DESCRIPTION: Wealth Advisor focusing on our $1MM and under clients and their best interest.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-13 |
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