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Current Employers
Syntegra Private Wealth Group Llc

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-09-13
TX RA APPROVED_RES 2022-12-13
MO RA APPROVED 2022-11-07
  • CO RA
    APPROVED
    Since 2023-09-13
  • TX RA
    APPROVED_RES
    Since 2022-12-13
  • MO RA
    APPROVED
    Since 2022-11-07

Branch Locations

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

14143 Denver West Pkwy. Suite 100, Golden, CO 80401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. St. Louis MO 01/2006 01/2019
Securities America, Inc. Chesterfield MO 01/2019 06/2024
Arbor Point Advisors Chesterfield MO 01/2019 12/2022
Syntegra Private Wealth Group Llc Chesterfield MO 10/2022 Present
Osaic Wealth, Inc. Chesterfield MO 06/2024 02/2026
Private Client Services Chesterfield MO 02/2026 Present
  • 01/2006 → 01/2019
    Ameriprise Financial Services, Inc.
    St. Louis, MO
  • 01/2019 → 06/2024
    Securities America, Inc.
    Chesterfield, MO
  • 01/2019 → 12/2022
    Arbor Point Advisors
    Chesterfield, MO
  • 10/2022 → Present
    Chesterfield, MO
  • 06/2024 → 02/2026
    Osaic Wealth, Inc.
    Chesterfield, MO
  • 02/2026 → Present
    Private Client Services
    Chesterfield, MO
Previous Registrations
  • 2019-01-03 → 2022-12-31
    Arbor Point Advisors
    Chesterfield, MO
    Chesterfield, MO
  • 2006-03-08 → 2019-01-09
    Chesterfield, MO
    St Peters, MO
    Manchester, MO
    St Louis, MO
Other Businesses

1) 4 Chicks Land Company LLC; not investment-related; 11049 Stonebridge Lane, Wentzville, MO 63385; real estate land holdings and farming; co-owner, agriculture land used for poultry production; start date: 07/2023; number of hours per month: 10; number of hours per month during trading hours: 0. 2) 4 Chicks Egg Company LLC; not investment-related11049 Stonebridge Lane, Wentzville, MO 63385; poultry egg farm production; owner; start date: 07/2023; number of hours per month: 10; number of hours per month during trading hours: 0. 3) Crump Insurance Sales; Investment related; 14567 N Outer Forty Rd. Suite 225 Chesterfield MO 63017; Insurance and annuity sales and servicing; Insurance agent; Effective date: 02/11/2026; 5 hours per month; 5 hours during trading; Insurance agent, soliciting based on client's needs 3) Calvey Reserve LLC; not investment-related; 11049 Stonebridge Lane, Wentzville, MO 63385; LLC used to purchase undeveloped land; member; start date: 03/2025; number of hours per month: 2; number of hours per month during trading hours: 0. 4) The Estates HOA; not investment-related; 130 Lakeshore Dr, Lake Ozark, MO 65049; subdivision HOA; subdivision board member; start date: 01/2018; number of hours per month: 1; number of hours per month during trading hours: 0. 5) Syntegra Private Wealth Group LLC: investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date 10/2022; number of hours per month: 160; number of hours per month during trading hours: 160. 6) Insurance sales; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; insurance sales; insurance agent; start date: 01/2019; number of hours per month: 15; number of hours per month during trading hours: 5. 7) MKJ Farms; not investment-related; 374 Lakeshore Dr, Lake Ozark, MO 65049; farming; owner; start date: 06/2013; number of hours per month: 20; number of hours per month during trading hours: 2. 8) MKJ Real Estate LLC; not investment-related; 11049 Stonebridge Lane, Wentzville, MO 63385; farm real estate; owner; start date 06/2023; number of hours per month: 1; number of hours per month during trading hours: 0. 9) MKJ Holdings, LLC; not investment-related; 11049 Stonebridge Lane, Wentzville, MO 63385; real estate holdings; owner; start date: 02/2023; number of hours per month: 1; number of hours per month during trading hours: 0. 10) MKJ Enterprises LLC; not investment related; 11049 Stonebridge Lane, Wentzville, MO 63385; rental real estate; owner; start date: 10/2019; number of hours per month: 5; number of hours per month during trading hours: 0. 11) MV High Performance LLC; not investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; staffing and management company, owner of Syntegra Private Wealth Group LLC; officer/director, VP; actively manage operations and development of staff and management of Syntegra; start date: 06/2012; number of hours per month: 40; number of hours per month during trading hours: 10. 12) Show Me Boat Brokerage LLC; not investment-related; 11049 Stonebridge Lane, Wentzville, MO 63385; buying and selling of boats and marine watercraft; owner/manager; start date: 02/2021; number of hours per month: 10; number of hours per month during trading hours: 1. 13) Syntegra Tax and Business Services LLC; not investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; tax return preparation and business analysis; president, shareholder; start date: 06/2024; number of hours per month: 8; number of hours per month during trading hours: 8.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-07
  • S66 Uniform Combined State Law Examination
    2006-03-07

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