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Stephan Kern Josiah Mckee

25 Financial

Saint Louis, MO

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Current Employers
25 Financial

135 West Adams Avenue, Saint Louis, MO 63122 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-06-23
  • MO RA
    APPROVED
    Since 2022-06-23

Branch Locations

135 West Adams Avenue, Saint Louis, MO 63122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arete Wealth Management Llc Chicago IL 12/2019 10/2023
Eric Construction Maryland Heights MO 04/2019 09/2019
Practical Pocus Cuba MO 11/2018 04/2019
Unemployed Cuba MO 05/2018 11/2018
U.S. Army Columbia MO 05/2011 05/2018
25 Financial Saint Louis MO 06/2022 Present
Arete Wealth Advisors Llc Chicago IL 08/2020 10/2023
Great Point Capital, Llc Chicago IL 10/2023 05/2026
Quincy Wells Capital, Llc Chicago IL 05/2026 Present
  • 12/2019 → 10/2023
    Arete Wealth Management Llc
    Chicago, IL
  • 04/2019 → 09/2019
    Eric Construction
    Maryland Heights, MO
  • 11/2018 → 04/2019
    Practical Pocus
    Cuba, MO
  • 05/2018 → 11/2018
    Unemployed
    Cuba, MO
  • 05/2011 → 05/2018
    U.S. Army
    Columbia, MO
  • 06/2022 → Present
    Saint Louis, MO
  • 08/2020 → 10/2023
    Chicago, IL
  • 10/2023 → 05/2026
    Great Point Capital, Llc
    Chicago, IL
  • 05/2026 → Present
    Quincy Wells Capital, Llc
    Chicago, IL
Previous Registrations
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ST. LUOIS, MO; INSURANCE AGENT; 2024; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 25 FINANCIAL; INVESTMENT-RELATED; SAINT LOUIS, MO; REGISTERED INVESTMENT ADVISOR; START DATE: 06/2022; APPROXIMATELY 140 HRS/MO DURING TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE. SPLASH FINANCIAL: CLEVELAND, OH; STUDENT LOAN REFINANCING; REFERS BUSINESS FOR SMALL FEE; 0 HRS/MTH; START DATE:01/2024; NOT INVESTMENT RELATED. GREAT POINT CAPITAL; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; ST. LOUIS, MO, START DATE: 10/2023; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2020-08-01

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