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4142 Keaton Crossing Blvd Ste 106, O Fallon, MO 63368 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-28 |
Branch Locations
4142 Keaton Crossing Blvd Ste 106, O Fallon, MO 63368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hill Dentistry, Ltd. | Champaign | IL | 07/2000 | 11/2020 |
| Financial Legacy Associates | Chesterfield | MO | 01/2021 | 10/2022 |
| Excellence In Dentistry | St. Peters | MO | 03/2022 | Present |
| Elevate Financial Coaching, Llc | Lake St. Louis | MO | 01/2023 | Present |
| Forest Park Capital Llc | St. Charles | MO | 10/2025 | Present |
1) Elevate Financial Coaching; Investment Related: Yes; Location: 714 Victorywynd Ct. Lake St. Louis MO 63367; Description: Help individuals learn how to manage their finances; Position Title: Financial Coach; Start date: 2023-01-05; Hours per month during trading hours: 40; Hours per month outside trading hours: 20. 2) Excellence in Dentistry; Investment related: No; Location: 1455 Triad Center Dr. #A St. Peters MO 63376; Description: Dental Office; Position Title: Registered Dental Hygienist; Start date: 2017-01-05; Hours per month during trading hours: 12; Hours per month outside trading hours: 0. 3) Insurance Agent; Investment related: Yes; Location: 1480 Woodstone Dr. St. Charles MO 63304; Description of the business: Life insurance Sales; Position Title: Insurance Agent; Start date: 2026-02-01; Hours per month during trading hours: 1; Hours per month outside trading hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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