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130 S Bemiston Avenue Suite 602, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-02 |
| MO | RA | APPROVED | 2018-10-01 |
Branch Locations
130 S Bemiston Avenue Suite 602, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Frontenac | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 11/2016 | 09/2018 |
| Correct Capital Wealth Management, Llc | Clayton | MO | 09/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2018 | Present |
1)Correct Capital Wealth Management. Investment Related. 130 S Bemiston Ave. Suite 602, MO 63105. Registered Investment Advisory Firm, CEO/Owner. Start 9/2018. 160hrs/mo, all during trading hours. CEO/CIO investment management, trading, financial planning. PKS Investments; investment related; Albany, NY; broker dealer; registered representative; time devoted depends on activity of trading not related to the RIA. Dually Registered With PKS Investments. 2)RENTAL PROPERTY 1083-1085 TERRANCE DRIVE, ST LOUIS, MO 63117. NOT INVESTMENT RELATED BUSINESS. RENTAL PROPERTY/REAL ESTATE INVESTMENT. OWNER. STARTED 07/25/2000. 1 HR/MO DEVOTED. 0 HRS/MO DURING TRADING. DUTIES ARE TO SHOW PROPERTY. 3) Highland Capital. Investment related. 819 Mirk Ave, St. Louis, MO 63122. Insurance, Insurance Agent. Start 11/2019. 2hrs/mo, 2hrs during trading hours. Service the needs of clients with insurance products 4) JCC Endowment Investment Committee; Investment Related; 2 Millstone Campus Drive, St. Louis, MO 63146; Philanthropy; Title - Committee Member; Start - 8/2021; 1 Hr/Mth; 0 During Securities Trading Hrs; 100% Passive Index Investment, Asset Allocation & ETF Selection 5) 3 Mark Financial. Investment Related. 130 S. Bemiston, Suite 602, Saint Louis, MO 63105. Insurance. Agent. Start 03/2020. 2 hours per week during trading. Service the needs of valued clients with insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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