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14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2022-12-08 |
| MO | RA | APPROVED | 2022-11-07 |
Branch Locations
14143 Denver West Pkwy. Suite 100, Golden, CO 80401 • United States
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 09/2005 | 01/2019 |
| Arbor Point Advisors | Chesterfield | MO | 01/2019 | 12/2022 |
| Securities America, Inc. | Chesterfield | MO | 01/2019 | 06/2024 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 10/2022 | Present |
| Osaic Wealth, Inc. | Troy | MO | 06/2024 | 02/2026 |
| Private Client Services | Chesterfield | MO | 02/2026 | Present |
1) Syntegra Private Wealth Group LLC; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date: 10/2022; number of hours per month: 140; number of hours per month during trading hours: 140. 2) Insurance sales; investment-related; 19700 N 76th St, Unit 1026, Scottsdale, AZ 85255; insurance and annuity sales and services; insurance agent; start date 01/2019; number of hours per month: 5; number of hours per month during trading hours: 5. 3) LFG Motorsports LLC; not investment-related; 6 Robert Johns Way, St. Charles, MO 63303; high-end auto storage, parts, and service; owner; start date: 12/2023; number of hours per month: 10; number of hours per month during trading hours: 10. 4) MV High Performance LLC; not investment-related; 19700 N 76th St, Unit 1026, Scottsdale, AZ 85255; staffing and management company; as president of MV High Performance LLC, I actively manage the operations of this company that provides staffing and management of Syntegra; start date: 06/2021; number of hours per month: 40; number of hours per month during trading hours: 10. 5) Quantum Partners; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; branch management and advisor consulting; recruiting advisory teams and coaching on best practices; start date: 11/2020; number of hours per month: 10; number of hours per month during trading hours: 6. 6) Rental property; non investment-related; 19700 N 76th St, Unit 1026; Scottsdale, AZ 85255; rental property with occasional vacation stay; co-owner; start date: 05/2013; number of hours per month: 2; number of hours per month during trading hours: 0. 7) Syntegra Tax & Business Services LLC; not investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; tax return preparation and business analysis; co-owner; start date: 06/2024; number of hours per month: 8; number of hours per month during trading hours: 8. 8) TPB Real Estate Holdings LLC: not investment-related; 6 Robert Johns Way, St. Charles, MO 63303; passive real estate investing; start date: 12/2019; number of hours per month: 1; number of hours per month during trading hours: 0. 9) VPEG, LP; investment-related; 1520 S 5th St, Suite 308, St. Charles, MO 63303; passive investor in private equity; start date: 01/2021; number of hours per month: 1; number of hours during trading hours: 0. 10)Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-26 |
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