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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 05/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2020 | 08/2023 |
| Renaissance Financial Corp | St. Louis | MO | 05/2020 | Present |
| Quarry Bar | Columbia | MO | 03/2019 | 05/2020 |
| Lutzs' Bbq | Columbia | MO | 03/2019 | 04/2019 |
| Northwestern Mutual | Clayton | MO | 05/2019 | 08/2019 |
| University Of Missouri-Columbia | Columbia | MO | 08/2016 | 05/2020 |
| J Greenes Pub | Warson Woods | MO | 04/2015 | 01/2019 |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: May 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 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: May 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 3. NAME OF OTHER BUSINESS: KIRKWOOD PIONEER HOCKEY; INVESTMENT RELATED: NO; ADDRESS: 111 S GEYER RD KIRKWOOD, MO 63122; NATURE OF BUSINESS: COACHING; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: HOCKEY COACH; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACHING HOCKEY; 4. NAME OF OTHER BUSINESS: THE ST. LOUIS BEREAVEMENT CENTER FOR YOUNG PEOPLE (D/B/A: ANNIE'S HOPE); INVESTMENT RELATED: NO; ADDRESS: 1333 W. LOCKWOOD, SUITE 104 SAINT LOUIS, MO 63122; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONITOR THE ORGANIZATIONS BUDGET, HELP THE GROUP MAKE INVESTMENT DECISIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-27 |
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