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16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-08 |
| TX | RA | APPROVED_RES | 2016-01-13 |
| MO | RA | APPROVED | 2013-11-30 |
Branch Locations
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mbm Insurance Services | Chesterfield | MO | 01/2010 | Present |
| Mbm Wealth Consultants, Llc | Chesterfield | MO | 11/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2013 | Present |
1) MBM Wealth Consultants, LLC; Investment related; Chesterfield MO; Nature: Registered investment advisor; Position: Member; Investment Advisor Representative; Start Date: 11/2013; 180 hrs/mo; 140 hrs/mo during trading hours; Duties: Investment advisory services. 2) MBM Insurance Services, LLC; Investment related; Chesterfield MO; Nature: Insurance brokerage; Position: Member, Agent; Start Date: 01/2010; 5 hrs/mo; 5 hrs/mo during trading hours; Duties: Sales and service of fixed insurance products. 3) MBM Wealth Group, LLC; Not investment related; Chesterfield MO; Nature: Business entity for tax purposes; Position: Member; Start Date: 01/2020; 0 hrs/mo; 0 during trading hours; Duties: Owner. 4) MBM Acquisition Company, LLC; Not investment related; Chesterfield MO; Nature: Business acquisition company; Position: Member; 2/2022; 0 hrs/mo; 0 during trading hours; Duties: Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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