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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-23 |
Branch Locations
425 N. New Ballas Rd Suite 205 & 204, Creve Coeur, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brinkmann Constructors | Chesterfield | MO | 01/2020 | 08/2025 |
| Triad Financial Group | Creve Coeur | MO | 09/2025 | Present |
| University Of Missouri St. Louis | St. Louis | MO | 08/2018 | 01/2020 |
| Rockhurst University | Kansas City | MO | 08/2014 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
1. Fixed insurance sales; as of 3/30/2026; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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