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11152 S Towne Square, Saint Louis, MO 63123 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-12 |
| LA | RA | APPROVED | 2025-01-02 |
| PA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
| NJ | RA | APPROVED | 2023-02-17 |
Branch Locations
901 Lincoln Drive West Suite 120, Marlton, NJ 08053 • United States
11152 S Towne Square, Saint Louis, MO 63123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities L.L.C | Philadelphia | PA | 05/2019 | 04/2021 |
| Florida Financial Advisors (Dba Tristate Financial Advisors) | Philadelphia | PA | 05/2019 | 04/2021 |
| University Of Tampa | Tampa | FL | 08/2015 | 09/2017 |
| Afs Janitorial Llc. | Tampa | FL | 09/2017 | 12/2017 |
| Jms Med Supply | Tampa | FL | 01/2018 | 10/2018 |
| University Of Tampa | Tampa | FL | 10/2018 | 05/2019 |
| Brookstone Capital Management | Wheaton | IL | 06/2021 | 02/2023 |
| Saxony Securities Inc. | St. Louis | MO | 02/2023 | Present |
| Saxony Capital Management | St. Louis | MO | 02/2023 | Present |
1) Workplace Financial Advisors (DBA) for investment realted activities 2)Various Insurance Companies; 525 NJ 73 N, Marlton, NJ 08053; selling insurance vehicles such as fixed index annuities and term life products; insurance agent; 5/2019; 20 hours; insurance sales 2) AE Medicare, non-investment related, 2950 SW McClure Rd, Topeka, KS 66614, Referral Program for Medicare Services, Financial Advisor, Begins 7/15/2026, Refers his clients who need Medicare assistance, 8 hours per month, 6 hours per month during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-29 |
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