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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-28 |
Branch Locations
102 Lomo Dr., Jefferson City, MO 65109 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mo Army National Guard | Jefferson City | MO | 10/2004 | 11/2024 |
| Invictus Health And Wealth | Jefferson City | MO | 07/2024 | Present |
| Farther | Jefferson City | MO | 08/2025 | Present |
Name of other business: Invictus Health and Wealth; Is business Investment related: No; Address of other business: 102 Lomo Dr. Jefferson City, MO 65109; Nature of other business: Insurance; Your position: Broker; Start date of relationship: 07/2024; Approx. # of hours /month devote to other business: 160; Briefly describe duties: Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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