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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-04-13 |
| TX | RA | APPROVED | 2016-02-24 |
| MO | RA | APPROVED | 2015-04-07 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp, Llc | St. Louis | MO | 03/2015 | Present |
| Plancorp, Llc | St. Louis | MO | 04/2017 | Present |
| Brightplan Llc | San Jose | CA | 06/2018 | Present |
Effective August 2020, Chief Investment Officer and member of Investment Committee, BrightPlan, LLC, an SEC-registered investment adviser, which is affiliated with Plancorp, LLC through common owners. Lazaroff LLC was created in January 2017 to be the owner of all my education related activities such as writing, presentations, and website (peterlazaroff.com).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-29 |
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