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100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-30 |
| CA | RA | APPROVED | 2024-09-09 |
Branch Locations
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of San Francisco | San Francisco | CA | 08/2018 | 05/2022 |
| Berean Christian High School | Walnut Creek | CA | 08/2014 | 07/2018 |
| University Of San Francisco Its Help Desk | San Francisco | CA | 08/2019 | 02/2021 |
| Northwestern Mutual | San Francisco | CA | 04/2020 | 08/2020 |
| Metropolitan Transportation Commission | San Francisco | CA | 02/2021 | 10/2021 |
| Morgan Stanley | San Francisco | CA | 10/2021 | 04/2022 |
| Thrivent Investment Management Inc | Minneapolis | MN | 05/2022 | 09/2022 |
| Thrivent Financial | Appleton | WI | 06/2022 | 09/2022 |
| Lifepro Asset Management, Llc | San Diego | CA | 09/2022 | 09/2024 |
| Larson Financial Group | San Diego | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-01 |
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