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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-17 |
| AL | RA | APPROVED | 2026-02-12 |
| MI | RA | APPROVED | 2026-02-12 |
| SC | RA | APPROVED | 2026-02-12 |
| MO | RA | APPROVED | 2023-04-20 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
Brownsboro, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 08/2016 | 05/2020 |
| First Command | Fort Worth | TX | 05/2020 | 12/2020 |
| Billy Graham Evangelism Association | Huntsville | AL | 01/2021 | 07/2021 |
| Oneascent Financial Services | Huntsville | AL | 04/2021 | 03/2023 |
| Core Planning | St Louis | MO | 04/2023 | Present |
Author; Amazon KDP; not investment related; Independent author; 2017; 10 hours per week; 8 during trading hours; writing content for books. Beauty Consultant; Mary Kay; Independent Beauty Consultant; Start date 10/25/2022; Remotely Located; Approximately 10 devoted hours; 4 devoted hours during trading hours; Independent Contractor Selling Cosmetic Items
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
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