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8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-29 |
Branch Locations
8301 Maryland Avenue Suite 300, St. Louis, 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | St. Louis | MO | 03/2009 | 03/2025 |
| Sunpointe, Llc | St. Louis | MO | 03/2025 | Present |
Licensed insurance agent; Not investment-related; St. Louis, Missouri 63105; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-18 |
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