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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-09 |
| MO | RA | APPROVED | 2025-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital | Denver | CO | 02/2018 | 10/2019 |
| Paysimple | Denver | CO | 08/2016 | 02/2018 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 11/2019 | 04/2022 |
| Facet Wealth | Carterville | IL | 04/2022 | 04/2025 |
| Core Planning Llc | Ofallon | MO | 05/2025 | Present |
I started working as an independent contractor at Domain Money on May 2nd, 2025. Domain Money is a flat fee financial planning firm, which is an investment related business. They are located at 594 Broadway, Suite 502 New York, New York 10012. My title is Director of Client Success, and I anticipate working 80 hours/month at Domain Money during securities trading hours. My duties at Domain Money are business development and sales. This is a non-registered role and there will be no conflicts of interest for any clients or privacy policy concerns for Core Planning, LLC or Domain Money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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