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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 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
4240 Duncan Ave St 200, St Louis, MO 63110 • United States
Saint Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 10/2019 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 10/2019 | 08/2023 |
| Cri Securities Llc | St. Louis | MO | 10/2019 | 10/2021 |
| North Star Resource Group | St. Louis | MO | 10/2019 | Present |
| Deca Realty Company | Saint Louis | MO | 07/2017 | 08/2019 |
| University Of Missouri, St. Louis | Saint Louis | MO | 01/2017 | 05/2019 |
| Macy's Inc. | Saint Louis | MO | 06/2016 | 07/2017 |
| St. Louis Community College - Meramec | Saint Louis | MO | 08/2016 | 12/2016 |
| Cetera Wealth Services, Llc | St Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Cbc Hockey, | St Louis | MO | 09/2024 | Present |
1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE - FIXED INSURANCE & EMPLOYEE BENEFITS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/09/2019 ADDRESS: 2701 University Avenue SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options (with the exception of annuities) outside carriers, . *Individual Registered Reps with P&C Licenses fill out a separate OBA disclosures specific to that activity. 2. NAME OF OTHER BUSINESS: CBC HOCKEY, INVESTMENT RELATED: NO, ADDRESS: 1850 DE LA SALLE DR, ST LOUIS, MO 63141, NATURE OF BUSINESS: HIGH SCHOOL JV HOCKEY CLUB, START DATE:09/2024, POSITION/TITLE/RELATIONSHIP: ASSISTANT HOCKEY COACH, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP YOUNG MEN GET BETTER ON AND OFF THE ICE; 3. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: ELEVATION VIEW WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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