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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-28 |
| MO | RA | APPROVED | 2025-03-25 |
| TX | RA | APPROVED | 2025-03-25 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | St. Louis | MO | 02/2014 | 03/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 03/2019 | 11/2020 |
| Tiaa | St. Louis | MO | 03/2019 | 11/2020 |
| Tiaa | St. Louis | MO | 10/2023 | 01/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 10/2023 | 01/2025 |
| Unemployed | Kirkwood | MO | 11/2020 | 04/2021 |
| Teksystems | Creve Coeur | MO | 05/2021 | 12/2021 |
| Pinnacle Technical Resources | St. Louis | MO | 12/2021 | 10/2023 |
| Plancorp, Llc | St. Louis | MO | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-16 |
| S66 | Uniform Combined State Law Examination | 2015-08-27 |
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