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4622 Macklind Ave, St. Louis, MO 63109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Precision Wealth Strategies | Saint Louis | MO | 05/2020 | Present |
| Kpmg Llp | Saint Louis | MO | 09/2017 | 04/2020 |
| Full Time Student | Columbia | MO | 09/2013 | 08/2017 |
1. TOConsulting, LLC; not investment related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - owner/consultant as of 10/2021- provides business consulting services. Approximately 3% of time during business hours. 2. Iota Mu Chapter of Theta Chi Fraternity Alumni Corporation; not investment related; Treasurer as of 7/2020- oversee Financials for the organization, approximately 2% of time after hours. 3. Torbay Holdings, LLC; Investment Related; 208 Lehigh Meadows Dr, Chesterfield, MO 63005 - Investment holding entity. Approximately 3% of time after hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
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