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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-07 |
Branch Locations
16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Underwood | St Louis | MO | 07/2013 | 11/2021 |
| Northwestern Mutual Investment Services, Llc | St Louis | MO | 08/2013 | 11/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 11/2021 |
| Precision Wealth Strategies, Llc | St. Louis | MO | 12/2021 | 05/2023 |
| Stifel, Nicolaus & Company, Incorporated | St Louis | MO | 11/2023 | Present |
| Unemployed | N/A | XX | 06/2023 | 10/2023 |
| Mml Investors Services Llc | Chesterfield | MO | 11/2025 | Present |
| Massmutual Life Insurance Company | Chesterfield | MO | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-01 |
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