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Kirkwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-28 |
| MO | RA | APPROVED | 2022-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Betterman Digital Wealth, Inc. | Santa Clara | CA | 06/2020 | Present |
| University Of Illinois | Urbana | IL | 04/2001 | 05/2019 |
| Self Employed Independent Consultant | Champaign | IL | 01/2006 | 05/2022 |
| Mayfair Financial, Llc | Kirkwood | MO | 05/2022 | Present |
Joe Petry is an Investment Adviser Representative of Betterman Digital Wealth, Inc. The business is another Registered Investment Adviser, which is an investment-related business. The relationship started in June of 2020. He devotes 40 hours per week in this role, all of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-19 |
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