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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-24 |
Branch Locations
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial & Tax Architects, Llc | Saint Louis | MO | 12/2025 | Present |
| Heil Wealth Management | San Diego | CA | 11/2016 | 12/2022 |
| Cliftonlarsonallen | Austin | TX | 12/2022 | 05/2023 |
| Platform Accounting Group (Pag) | Austin | TX | 05/2023 | 04/2024 |
| Baldridge Financial | Leander | TX | 04/2024 | 07/2024 |
| Cst Group Cpa's And Business Advisors | Leander | TX | 09/2024 | 02/2025 |
| Unemployed | San Diego | CA | 06/2016 | 09/2016 |
| Kurth Tax & Planning Pllc | Leander | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
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