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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
| MO | RA | APPROVED | 2021-03-26 |
Branch Locations
3660 S. Geyer Road Suite 200, St. Louis, MO 63139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2020 | 03/2021 |
| Msmf Wealth Management, Dba For Investments | St Louis | MO | 10/2020 | Present |
| Aetna | St. Louis | MO | 02/2016 | 09/2020 |
| Cetera Investment Advisers Llc | Schuamburg | IL | 03/2021 | Present |
| Cetera Financial Specialists Llc | Schuamburg | IL | 03/2021 | Present |
1)NAME OF OTHER BUSINESS: MSMF WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP:; STRATEGIC ALLOCATION SPECIALIST ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-25 |
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