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333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-15 |
| TX | RA | APPROVED | 2022-08-15 |
Branch Locations
333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • United States
Parker, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial And Investment Management Advisors, Inc. | Saint Louis | MO | 02/2015 | 12/2021 |
| Securities America, Inc. | St. Louis | MO | 07/2015 | 06/2023 |
| Pfg Advisors, Llc | St. Louis | MO | 12/2021 | 08/2022 |
| Universal Financial Advisors, Llc | St. Louis | MO | 08/2022 | Present |
| Beam Asset Management | St. Louis | MO | 03/2015 | 12/2021 |
WILLIAM ALBAIR POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2005 ADDRESS: 333 S Kirkwood Rd, St louis MO 63122 DESCRIPTION: Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-29 |
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