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2275 Schuetz Road, St. Louis, MO 63146 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-25 |
| MO | RA | APPROVED | 2020-02-25 |
Branch Locations
6244 Hwy 100 Ste 120, Washington, MO 63090 • United States
2275 Schuetz Road, St. Louis, MO 63146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Washington | MO | 11/2011 | 12/2019 |
| Sagepoint Financial, Inc. | Washington | MO | 06/2016 | 12/2019 |
| Sagepoint Financial Llc | Washington | MO | 11/2011 | 12/2019 |
| Wealth Management Advisors Inc. | Washington | MO | 01/2020 | Present |
1) NOTARY PUBLIC: Notary, State of Missouri; Franklin County; Investment-Related: No; 6244 Hwy 100 Ste 120 Washington, MO 63090; Notary Public; January 2009; 1/2 hour ; 1/2 hour; Notarize documents as needed by clients 2) WASHINGTON OPTIMIST CLUB POSITION: Other - Club Member; Investment-Related: No; Washington, MO; Non-Profit organization; 9/1/2012; 4 hours; Attend weekly lunch meetings when available and participate in local events to promote bringing out the best in local kids 3) WASHINGTON CHAMBER OF COMMERCE: Other - Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 0 hours; None 4)INSURANCE AGENT: Investment-Related: Yes; 6244 Hwy 100 Ste 120 Washington, MO 63090; Insurance Agent; November 2011; 5 hours; 5 hours; Review clients' life insurance policies, request inforce illustrations to evaluate the benefit of current policies to equal life insurance scenario today 5) WASHINGTON PROSPECTORS: Other - Club Member; Investment-Related: No; Washington, MO 63090; None; August 2013; 3 hours; 1.5 hours; Attend breakfast meeting twice per month; network with other local small business-owners 6) WOMEN WITH PURPOSE POSITION: Other - Participant; Investment-Related: No; Washington, MO 63090; Non-Profit Organization; 6/10/2019; 2 hours; 2 hours Collaborative, non-competitive community to connect, empower, inspire and support women who work as we help one another develop professionally and personal growth. Focus on growing the community through service and charity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-09 |
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