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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 | 2024-02-02 |
| MO | RA | APPROVED | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Corp | St. Louis | MO | 11/2021 | Present |
| Securian Financial Services | Saint Paul | MN | 11/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 11/2021 | 08/2023 |
| Securian Financial Services | Saint Paul | MN | 03/2021 | 11/2021 |
| Renaissance Financial Corp | St. Louis | MN | 03/2021 | 11/2021 |
| Shady Gators | Lake Ozark | MO | 05/2020 | 04/2021 |
| M.R. Clark Auction And Appraisal | Washington | MO | 05/2019 | 08/2019 |
| Union Parks And Recreation Department | Union | MO | 05/2018 | 10/2018 |
| Union High School | Union | MO | 08/2015 | 05/2019 |
| University Of Missouri | Columbia | MO | 08/2019 | Present |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: March 2021 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: November 2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: BETA THETA PI - ZETA PHI CHAPTER INVESTMENT RELATED: NO ADDRESS: 520 S COLLEGE AVE COLUMBIA MO 65201 NATURE OF BUSINESS: BOARD START DATE: 7/30/2026 POSITION/TITLE/RELATIONSHIP: ADVISOR - FINANCE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVISE/MENTOR THE FRATERNITY'S ELECTED VP OF FINANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-02 |
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