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421 W. 5Th Street, Washington, MO 63090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-01 |
| IL | RA | APPROVED | 2024-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Saint Louis | MO | 09/2021 | 02/2022 |
| Lang & Becker | Washington | MO | 03/2021 | 09/2021 |
| Stepp & Rothwell | Overland Park | KS | 05/2020 | 03/2021 |
| Hawthorne Inn | Labadie | MO | 09/2013 | 05/2020 |
| Citigroup | Ofallon | MO | 03/2022 | 04/2024 |
| Triad Advisors | Washington | MO | 04/2024 | 08/2024 |
| Lang & Becker, Inc. | Washington | MO | 04/2024 | Present |
| Osaic Wealth, Inc. | Washington | MO | 08/2024 | Present |
1) Lang & Becker; investment related; Washington, MO; RIA; Investment Adviser Representative; 4/2024; 100 hrs/month; 70 hrs during securities trading hours; duties: Providing suitable recommendations, managing and setting asset allocations on client portfolios, comprehensive financial planning services. 2) Osaic Wealth, Inc.; Investment-Related; Washington, MO; Broker Dealer and Investment Advisor; Title __________________________; 04/2024; ______ hrs/mo; _____ hrs/mo during securities trading hours; duties: Duties are _____________________________________________.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-21 |
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