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Raymore, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-06-04 |
| MO | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Learnvest Inc. | Scottsdale | AZ | 07/2016 | 07/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2018 | 07/2018 |
| Northwestern Mutual Investment Services Llc | Scottsdale | AZ | 04/2018 | 07/2018 |
| My Financial Coach | Phoenix | AZ | 11/2018 | 02/2025 |
| Pillar Financial Planning, Llc | Raymore | MO | 02/2025 | Present |
| Not Applicable | Mesa | AZ | 07/2018 | 11/2018 |
| Learnlux | Boston | MA | 05/2025 | Present |
Name: LearnLux. Investment-Related: No. Address: 6 Liberty Square, #2453, Boston, MA 02109. Nature: Financial Wellness Digital Tools and Content. Position: Financial Coach. Start Date: 05/2025. Approximate hours per month: 40. Approximate hours during securities trading hours: 40. Duties: Responsibilities and duties include meeting with employees to provide guidance and education on their personal financial situation and employer benefits.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-11 |
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