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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coalition Life | St. Louis | MO | 06/2024 | 04/2025 |
| Helping Strays | Columbia | IL | 04/2022 | 06/2024 |
| Northwestern Mutual | Fairview Heights | IL | 10/2021 | 03/2022 |
| Gateway Region Ymca | St. Louis | MO | 09/2017 | 09/2021 |
| Wellbridge Athletic Club | Clayton | MO | 01/2017 | 08/2017 |
| Lindenwood University | Belleville | IL | 09/2009 | 01/2017 |
| Greater Midwest Baseball | O'FAllon | IL | 05/2015 | 07/2018 |
| Osaic | Waterloo | IL | 02/2025 | Present |
| Helping Strays | Columbia | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-28 |
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