Sarah Hehmeyer

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2024-11-04

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2018	03/2021
Archdiocese Of St Louis (St Claire Of Assisi)	Ellisville	MO	08/2015	07/2018
Lakeside Children's Academy	Valley Park	MO	03/2017	08/2017
Private Client Services	Kirkwood	MO	03/2021	Present
Tap Consulting, Llc Dba Genex Consulting	Kirkwood	MO	03/2021	03/2025
Summit Financial, Llc	Parsippany	NJ	11/2024	Present

07/2018 → 03/2021

Edward Jones

St Louis, MO
08/2015 → 07/2018

Archdiocese Of St Louis (St Claire Of Assisi)

Ellisville, MO
03/2017 → 08/2017

Lakeside Children's Academy

Valley Park, MO
03/2021 → Present

Private Client Services

Kirkwood, MO
03/2021 → 03/2025

Tap Consulting, Llc Dba Genex Consulting

Kirkwood, MO
11/2024 → Present

Summit Financial, Llc

Parsippany, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12

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