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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-24 |
| MO | RA | APPROVED | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 06/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 06/2020 | 08/2023 |
| Renaissance Financial Corp | St. Louis | MO | 06/2020 | Present |
| State Farm | Springfield | MO | 03/2020 | 05/2020 |
| Full Time Education | Springfield | MO | 09/2019 | 03/2020 |
| Renaissance Financial | St Louis | MO | 06/2019 | 08/2019 |
| Full Time Education | Springfield | MO | 09/2018 | 05/2019 |
| St. Louis Print Group | St. Louis | MO | 05/2018 | 08/2018 |
| Full Time Education | Springfield | MO | 09/2017 | 04/2018 |
| St. Louis Print Group | St. Louis | MO | 05/2017 | 08/2017 |
| Full Time Education | St. Louis | MO | 09/2016 | 04/2017 |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: June 2020 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: June 2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. MISSOURI VETERANS OUTDOORS POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 11 Briar Ct, Moscow Mills MO 63362, United States DESCRIPTION: Help manage veteran events, Market the organization 4. ST. LOUIS SPONSORS DUCKS UNLIMITED CHAPTER POSITION: Treasurer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 1 Waterfowl Way, Memphis TN 38120, United States DESCRIPTION: A Local Chapter shall have as its primary purpose the generation of funds to be used by Ducks Unlimited for developing, preserving, restoring and maintaining waterfowl habitat on the North American continent, and educating the general public concerning wetlands and waterfowl management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-30 |
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