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424 Jefferson Street, St. Charles, MO 63301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-10-01 |
| AK | RA | APPROVED | 2024-04-05 |
| IL | RA | APPROVED | 2024-02-01 |
| MO | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | St. Louis | MO | 12/2019 | 09/2023 |
| Full-Time Student | Springfield | MO | 08/2010 | 12/2020 |
| 360 Investment And Retirement Advisory, Llc Dba 360 Ira | St. Charles | MO | 09/2023 | 01/2024 |
| 360 Investment And Retirement Advisory, Llc Dba 360 Ira | St. Charles | MO | 01/2024 | Present |
| 360 Feds, Llc | St. Charles | MO | 01/2024 | Present |
360 IRA; INV REL; INS AGENT; INS SALES AND SERVICES; ST. CHARLES, MO; 20% OF TIME; START 09/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-27 |
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