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200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-16 |
Branch Locations
200 Southampton Dr Suite 101, Columbia, MO 65203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squires Cpa Llc | Fayette | MO | 05/2014 | 08/2023 |
| Columbia College | Columbia | MO | 01/2015 | 12/2022 |
| Wr Wealth Planners Llc | Columbia | MO | 08/2023 | 03/2025 |
| Wr Tax Planners | Columbia | MO | 08/2023 | 06/2025 |
| S&E Consulting | Columbia | MO | 11/2021 | Present |
| Seek Ye First Llc | Columbia | MO | 01/2017 | 08/2021 |
| Childers Property Management Llc | Columbia | MO | 10/2016 | 08/2022 |
| Squires Investments Llc | Columbia | MO | 05/2016 | 05/2021 |
| The W Group | Columbia | MO | 08/2023 | Present |
| Wr Tax Planners Llc | Columbia | MO | 09/2023 | 05/2025 |
| Lake House Rentals Llc | Columbia | MO | 09/2023 | Present |
| Wilkerson Advisory Group | Columbia | MO | 02/2025 | Present |
| Squires Tax Planning | Columbia | MO | 06/2025 | Present |
1. Squires Tax Planning; Columbia, Missouri; Not Investment Related; Owner/CPA; Tax Consulting and Preparation; 36 hours per month spent; 27 hours per month spent during trading hours; Started 05/2025. 2.S&E Consulting; Columbia, Missouri; Not Investment Related; Owner/CPA; Tax Consulting ; 18 hours per month spent; 5 hours per month spent during trading hours; Started 11/2021. 3. The W Group; Columbia, Missouri; Investment Related; Insurance Agent; Fixed Insurance Sales; 15 hours per month spent; 1 hour per month spent during trading hours; Started 08/2023. 4. Lake House Rentals LLC; Columbia, Missouri; Not Investment Related; Member/Partner; Condo Rentals; 2 hours per month spent; 0 hours per month spent during securities trading hours; Started 09/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-20 |
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