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16150 Main Circle Drive Suite 210, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-06 |
| MO | RA | APPROVED | 2014-01-23 |
Branch Locations
16150 Main Circle Drive Suite 210, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chesterfield | MO | 05/2004 | Present |
| Bridgewater Asset Management, Llc | Chesterfield | MO | 01/2014 | Present |
(1) 5/24/2004 - NON-VARIABLE INSURANCE - FIXED INSURANCE. - CHESTERFIELD, MO (2) 01/07/2014 - BRIDGEWATER ASSET MANAGEMENT LLC - REGISTERED INVESTMENT ADVISOR - WE PROVIDE A VARIETY OF FINANCIAL PLANNING AND CONSULTING SERVICES TO INDIVIDUALS, FAMILIES AND OTHER CLIENTS REGARDING THE MANAGEMENT OF THEIR FINANCIAL RESOURCES BASED UPON AN ANALYSIS OF THE CLIENT¿S CURRENT SITUATION, GOALS, AND OBJECTIVES. - TIME SPENT 60% - CHESTERFIELD, MO (3) 02/21/2014 - DBA ONLY - BRIDGEWATER ASSET MANAGEMENT, LLC - CHESTERFIELD, MO (4) 09/22/2015 - Balice Photography - Business Owner - NOT INV REL - 18617 Evansway Dr Chesterfield MO 63005 - 5 HRS/MO NOT DURING SECS TRDG HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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