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10820 Sunset Office Drive Suite 210, Sunset Hills, MO 63127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| IL | RA | APPROVED | 2026-01-02 |
| MO | RA | APPROVED | 2023-05-17 |
Branch Locations
10820 Sunset Office Drive Suite 210, Sunset Hills, MO 63127 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2019 | 10/2021 |
| Two Ladies & A Bucket | St. Louis | MO | 07/2018 | 11/2019 |
| Mcalister's Deli | St. Charles | MO | 09/2017 | 12/2017 |
| Duncan Financial Management | Fenton | MO | 01/2015 | 06/2018 |
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 10/2021 | 11/2022 |
| Duncan Financial Management, Inc. | Sunset Hills | MO | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-03 |
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