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805 W. Hwy 50 Ste. B, O'FAllon, IL 62269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-18 |
| MO | RA | APPROVED | 2025-12-18 |
Branch Locations
1034 S Brentwood Blvd Suite 1300, Brentwood, MO 63117 • United States
805 W. Hwy 50 Ste. B, O'FAllon, IL 62269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fra | O'FAllon | IL | 10/2023 | Present |
| Regions | Clayton | MO | 10/2011 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
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