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275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-07 |
| MO | RA | APPROVED | 2012-02-28 |
Branch Locations
275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krilogy Financial | St Louis | MO | 06/2010 | Present |
1. Holt Advisory Group, LLC, DBA for investment related activity performed through Krilogy Financial, ownership interest in Krilogy, LLC., 40HRS per week, 06/2010. 2. Greater St. Louis Financial Planning Association, Board Member for non-investment related activity to oversee membership of FPA Greater St. Louis, 03/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-16 |
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