James Michael Burgess

Current Employers

Employment History

• 10/2009 → 10/2019
  1St Global Capital Corp.
  St. Louis, MO
• 06/2009 → 03/2024
  Purk & Associates, P.C.
  St. Louis, MO
• 10/2009 → 10/2019
  1St Global Advisors, Inc.
  Saint Louis, MO
• 10/2019 → 08/2020
  Avantax Insurance Services
  St. Louis, MO
• 10/2019 → 08/2020
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 08/2020
  Avantax Investment Services, Inc.
  Saint Louis, MO
• 09/2009 → 06/2024
  Purk Advisors
  St Louis, MO
• 06/2007 → Present
  Missouri National Guard
  St Louis, MO
• 08/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Purk & Associates, P.C.
  St Louis, MO

Previous Registrations

• 2019-10-25 → 2020-08-13
  Avantax Advisory Services
  Irving, TX
• 2010-01-22 → 2019-10-25
  1St Global Advisors Inc
  Saint Louis, MO

Other Businesses

1) NAME OF OTHER BUSINESS: PURK & ASSOCIATES, P.C.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND CPA SERVICES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: CPA/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR CPA AND FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: MISSOURI NATIONAL GUARD, INVESTMENT RELATED: NO, ADDRESS: 24 DAVIS STREET, SAINT LEWIS, MO 63125, NATURE OF BUSINESS: NATIONAL GUARD, START DATE: 06/2007, POSITION/TITLE/RELATIONSHIP: SEGEANT MAJOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: SERVES IN NATIONAL GUARD;

Exams

• S66 Uniform Combined State Law Examination
  2010-01-19

Designations

Other Names

• James Michael Burgess
• James Michael Burgess
• Jim Burgess