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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-28 |
| MO | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Illinois University | Edwardsville | IL | 08/2015 | 12/2018 |
| Spring Strut Auto | Quincy | IL | 01/2016 | 12/2016 |
| Primo'S Italian Garage | Edwardsville | IL | 09/2018 | 01/2019 |
| Southern Illinois University | Edwardsville | IL | 08/2017 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 01/2019 | 06/2020 |
| Clayton Valet | Clayton | MO | 05/2018 | 08/2018 |
| Planet Fitness | Edwardsville | IL | 06/2017 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 01/2019 | Present |
DBA: Trailhead Capital Management Group, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
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