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275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States
3500 Maple Avenue Suite 1420, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phlox Capital Management, Llc | Dallas | TX | 07/2015 | 09/2023 |
| Krilogy Financial, Llc | St. Louis | MO | 09/2023 | Present |
CM PRODUCTIONS, INC.:NOT INVESTMENT RELATED:1/2000-PRESENT:DALLAS, TX:SECRETARY:WIFE'S MARKETING:1 HR/MO:0 HRS DURING TRADING:NO RESPONSIBILITIES; Parkland Health; Investment related; 8-2022 - Present; Medical Center; Voluntary non-compensated Retirement plan investment advisory committee consultant; 2-5 hours a month; Nondiscretionary advice/consultation on investment policy to defined contribution/benefit plan hospital;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-15 |
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