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132 W Washington Ave Suite 200, St. Louis, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-09 |
| MO | RA | APPROVED | 2019-04-03 |
Branch Locations
132 W Washington Ave Suite 200, St. Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Wealth Securities, L.L.C. | St. Louis | MO | 03/2001 | 09/2019 |
| Trinity Wealth Advisors, L.L.C. | St. Louis | MO | 03/2001 | 12/2020 |
| Trinity Wealth Advisors | St. Louis | MO | 01/2021 | Present |
NAME OF BUSINESS: SELF EMPLOYED INVESTMENT RELATED: NO ADDRESS: 14910 COUNTRY RIDGE DRIVE CHESTERFIELD, MO 63017 TYPE OF BUSINESS: INSURANCE ROLE: SOLD ANNUITIES FOR ALLMERICA, (LTC & DISABILITY) # OF HOURS SPENT PER MONTH: 0 # OF HOURS DEVOTED DURING TRADING HOURS: 0 START DATE: 2001 DUTIES: INACTIVE - RECIEVE RESIDUALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
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