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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-27 |
| MO | RA | APPROVED | 2021-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Continental Siding Supply | Columbia | MO | 05/2018 | 08/2018 |
| Mac's Docs | Clifton Hill | MO | 05/2018 | 08/2020 |
| Core Planning | St. Louis | MO | 12/2020 | Present |
| Student | Salisbury | MO | 12/2010 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-20 |
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