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8301 Maryland Ave. Suite 300, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-07-08 |
Branch Locations
8301 Maryland Ave. Suite 300, St Louis, MO 63105 • United States
8301 Maryland Ave Suite 300, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-01-14 |
Branch Locations
8301 Maryland Ave Suite 300, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Office Resources | Clayton | MO | 03/2020 | Present |
| Mercy Health | St. Louis | MO | 02/2010 | 11/2019 |
| Self Employed | St. Louis | MO | 11/2019 | 03/2020 |
| Allocator Solutions, Llc | St. Louis | MO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-22 |
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