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135 West Adams Avenue, Saint Louis, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-07-21 |
Branch Locations
135 West Adams Avenue, Saint Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2016 | 12/2020 |
| Arete Wealth Management Llc | Chicago | IL | 01/2021 | 10/2023 |
| Arete Wealth Advisor Llc | Chicago | IL | 01/2021 | 10/2023 |
| 25 Financial | Saint Louis | MO | 06/2022 | Present |
| Great Point Capital, Llc | Chicago | IL | 10/2023 | 05/2026 |
| Quincy Wells Capital, Llc | Chicago | IL | 05/2026 | Present |
25 FINANCIAL: Financial Advisor that partners with 25 which is an RIA. Address is 135 W Adams Ave, St. Louis MO 63122. I started my partnership with 25 on 1-4-2021. I generally spend 160 hrs a month working with my clients at 25 and on average 28 of those hours are outside of the market being open. This is investment related. WATCHMEN SOLUTIONS: The company provides video and armed/unarmed physical security for their clients. I act as an account manager for Watchmen Solutions. Their address is 13534 Plaza Rd. Extension Suite122, Charlotte, NC 28215. I generally work with them for 8-10 hrs a month and not during market hours. I started 04/2022 and it is not investment related. INSURANCE SALES: This is a party of my responsibility with 25 Financial and how I service my clients. I started on 1/04/2021. The address is 135 W Adams Ave, St. Louis, MO 63122. I spend 4-8 hours a week on this. It is Investment Related in the aspect of building a portfolio. I generally only sell DI and Term policies. GREAT POINT CAPITAL, LLC: Is my Broker Dealer and I am a financial advisor with them. Start date 10/31/23. Their address is 200 W Jackson Blvd, Suite 1000, Chicago, IL 60606. I spend approximately 160 hrs a month working with my clients I service with GPC and 28 of those are not in market hours. It is investment related. I only sell commissionable alternative investments through GPC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-14 |
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