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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-06-27 |
| TX | RA | APPROVED | 2017-06-26 |
Branch Locations
14767 North Outer 40 Rd Fl 2, Chesterfield, MO 63017 • United States
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 |
|---|---|---|---|---|
| Umb Financial Services, Inc | St Louis | MO | 08/2006 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Chesterfield | MO | 06/2017 | Present |
LUTHERAN FOUNDATION, INV RELATED, CLAYTON, MO, START 10/1/2015, 1 HOUR PER MONTH/O DURING TRADING, DUTIES: REVIEW PERFORMANCE. JAX PROPERTIES LLC, INV RELATED, VESTAVIA HILLS, AL, 100% OWNERSHIP WITH SPOUSE, START 3/2/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, TO HOLD RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-29 |
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