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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-15 |
| MO | RA | APPROVED | 2026-04-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corpay | Beaverton | OR | 07/2023 | 01/2025 |
| Great Lakes Supply | Morton Grove | IL | 04/2021 | 05/2022 |
| Maryville University | Town And Country | MO | 05/2022 | 08/2023 |
| United States Military Academy | West Point | NY | 06/2019 | 04/2021 |
| University Of Missouri | Columbia | MO | 07/2018 | 05/2019 |
| Western Michigan University | Kalamazoo | MI | 06/2017 | 05/2018 |
| Kirkwood Highschool | Kirkwood | MO | 06/2013 | 05/2017 |
| Creativeone Wealth, Llc | Overland Park | KS | 09/2025 | 10/2025 |
| Pioneer Wealth Management | Kirkwood | MO | 09/2025 | 10/2025 |
| Unemployed | Kirkwood | MO | 01/2025 | 09/2025 |
| Mml Investors Services, Llc | Belleville | IL | 01/2026 | Present |
| Massmutual Life Insurance Company | Belleville | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
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