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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-05 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
3809 S. Greystone Court Suite A, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peterson Wealth Advisors | Springfield | MO | 11/2024 | 10/2025 |
| College Works Painting | Springfield | MO | 03/2023 | 09/2024 |
| Unemployed | Springfield | MO | 01/2016 | 12/2025 |
| United Advisors Group Dba Strategic Financial | Springfield | MO | 01/2026 | Present |
Independent Insurance Agent. It is not investment related. 3809 S. Greystone Court, Suite A Springfield, MO 65804. College Works Painting. Not investment-related. Sales Trainer for Rookie Interns. College Works Corporate headquarters is located at 1682 Langley Ave, Irvine, California. Start date 2/2026. 0-1 hours per month. 0-1 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
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