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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-06-18 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chipotle | Cleveland | OH | 05/2018 | 03/2020 |
| Armed Forces | Youngstown | OH | 04/2017 | 11/2020 |
| Unemployed | Cleveland | OH | 08/2016 | 04/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2020 | 03/2022 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 04/2020 | 03/2022 |
| Core Planning | Chesterfield | MO | 03/2022 | 06/2023 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 06/2023 | 04/2024 |
| Core Planning | St. Louis | MO | 06/2024 | Present |
| Wholehan Marketing | Toledo | OH | 06/2024 | Present |
Wholehan Marketing, yes, 3130 Executive Parkway, Suite 800, Toledo, OH 43606, insurance, independent agent, agent, 06/2024, 60 hours per month devoted to this business, 60 hours per month devoted to this business during securities trading hours, Selling insurance policies (life, health, disability, annuities)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-31 |
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