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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-20 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Advisors, Inc. | St. Louis | MO | 11/2014 | 05/2018 |
| Stifel | St. Louis | MO | 05/2018 | 06/2019 |
| Buckingham Asset Management, Llc | Clayton | MO | 07/2019 | 03/2020 |
| Aerotek Inc | St Louis | MO | 05/2021 | 05/2022 |
| Wells Fargo Clearing Services | St Louis | MO | 06/2021 | 05/2022 |
| Unemployed | St Louis | MO | 03/2020 | 05/2021 |
| Aerotek | St. Louis | MO | 07/2022 | 07/2023 |
| Wells Fargo Clearing Services | St. Louis | MO | 09/2022 | 07/2023 |
| Wells Fargo Clearing Services | St Louis | MO | 09/2023 | Present |
| Wells Fargo Clearing Services | St Louis | MO | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
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