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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-06 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
3 Cityplace Drive Suite 290, St Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial | St Louis | MO | 03/2026 | Present |
| Potter Brothers Enterprises | St Louis | MO | 03/2023 | 01/2026 |
| North Inc | St Louis | MO | 01/2023 | 02/2023 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2020 | 12/2022 |
| Truman State University | Kirksville | MO | 08/2019 | 12/2019 |
| Ob'CLarks Bar And Grill | St Louis | MO | 05/2017 | 08/2020 |
| Truman State University Recreation Center | Kirksville | MO | 01/2020 | 05/2020 |
| Florida Gulf Coast Univeristy Recreation And Wellness Center | Fort Myers | FL | 08/2021 | 05/2022 |
| Sunset Transportation | Sunset Hills | MO | 01/2026 | 03/2026 |
| Daniel And Henry Co | St Louis | MO | 06/2020 | 08/2020 |
| Brentwood High School | St Louis | MO | 08/2014 | 06/2018 |
| Truman State University | Kirksville | MO | 08/2018 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-05 |
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