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680 Craig Road Suite 201, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-19 |
| MO | RA | APPROVED | 2024-06-03 |
Branch Locations
680 Craig Road Suite 201, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lewisville | TX | 09/2021 | 01/2023 |
| Essilor Of America | Dallas | TX | 06/2019 | 08/2021 |
| Rbf Wealth Advisors | St. Louis | MO | 06/2018 | 02/2019 |
| Midland Optical | St. Louis | MO | 12/2017 | 01/2018 |
| Midland Optical | St. Louis | MO | 12/2016 | 01/2017 |
| Unemployed | Murray | KY | 02/2019 | 06/2019 |
| Unemployed | Murray | KY | 02/2018 | 06/2018 |
| Unemployed | Murray | KY | 02/2017 | 12/2017 |
| Unemployed | Murray | KY | 02/2016 | 11/2016 |
| Rbf Wealth Advisors | St. Louis | MO | 01/2023 | Present |
| Private Client Services | St Louis | MO | 06/2023 | 01/2025 |
1) Roma Butler Fullerton Inc. 680 Craig Road, Suite 201, St Louis, MO 63141. RIA. 160 hrs/mo; 160 during trading hrs. 2) StudentLoansRX. 680 Craig Road, Suite 201, St Louis, MO 63141. Provide financial planning services to emerging healthcare professionals. Financial Planning Associate. 60 hrs/mo; 20 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-08 |
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