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3608 West Truman Blvd. Suite 200, Jefferson City, MO 65109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-04-05 |
Branch Locations
3608 West Truman Blvd. Suite 200, Jefferson City, MO 65109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wallstreet Financial Group | Jefferson City | MO | 12/2008 | 12/2018 |
| Client One Securities, Llc | Leawood | KS | 09/2011 | 12/2018 |
| Build Asset Management, Llc | Jefferson City | MO | 10/2018 | Present |
| Foreside Fund Services, Llc | Jefferson City | MO | 09/2021 | Present |
1) Build Asset Management, LLC; Investment Related; Jefferson City, MO; RIA; Co-Founder, CEO & CCO; Start 10/2018; 200 hours per month with 0 during trading hours 2) Berry Barn Farms, LLC; Non-Investment Related; Jefferson City, MO; Farm and Venue Rental; Farm & Property Manager, Member of LLC; 10 hours per month with 0 during trading hours 3) Ruth Ridge Properties, LLC; Non-Investment Related; Jefferson City, MO; Rental Property; Property Manager, Member of LLC; 2 hours per month with 0 during trading hours 4) Baker Gordon Syndrome; Non- Investment Related; Jefferson City, MO; Non for profit; Director; Start Date 3/2023; 5 hours a month; 5 hours during trading hours; finding treatments for Baker Gordon Syndrome 5) Genetic Autism Alliance; Non- Investment Related; Jefferson City, MO; Non for Profit; Director; Start Date 3/30; 5 hours a month; 5 hours during trading hours; finding treatments for genetically caused autism 6) Build Secured Income Fund I GP; Investment Related; Jefferson City, MO; Private Fund; President; Start Date 4/2023; 10 hours per month; Private Fund General Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
| S66 | Uniform Combined State Law Examination | 2010-03-13 |
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