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Current Employers
Syntegra Private Wealth Group Llc

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-11-07
  • MO RA
    APPROVED
    Since 2022-11-07

Branch Locations

14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vine Wealth Management Lake St Louis MO 03/2017 11/2018
Edward Jones Lake St Louis MO 08/2013 03/2017
Lpl Financial, Llc St. Peters MO 03/2017 11/2018
Ameriprise Financial Services, Inc. Chesterfield MO 11/2018 01/2019
Securities America, Inc. Chesterfield MO 01/2019 06/2024
Arbor Point Advisors Chesterfield MO 01/2019 12/2022
Syntegra Private Wealth Group Llc Chesterfield MO 10/2022 Present
Osaic Wealth, Inc. Chesterfield MO 06/2024 02/2026
Private Client Services Troy MO 02/2026 Present
  • 03/2017 → 11/2018
    Vine Wealth Management
    Lake St Louis, MO
  • 08/2013 → 03/2017
    Edward Jones
    Lake St Louis, MO
  • 03/2017 → 11/2018
    Lpl Financial, Llc
    St. Peters, MO
  • 11/2018 → 01/2019
    Ameriprise Financial Services, Inc.
    Chesterfield, MO
  • 01/2019 → 06/2024
    Securities America, Inc.
    Chesterfield, MO
  • 01/2019 → 12/2022
    Arbor Point Advisors
    Chesterfield, MO
  • 10/2022 → Present
    Chesterfield, MO
  • 06/2024 → 02/2026
    Osaic Wealth, Inc.
    Chesterfield, MO
  • 02/2026 → Present
    Private Client Services
    Troy, MO
Previous Registrations
Other Businesses

1) Syntegra Private Wealth Group LLC; investment-related; 14567 N Outer Forty Rd, Suite 225, Chesterfield, MO 63017; investment advisory firm; investment adviser representative; start date 10/2022; number of hours per month: 160; number of hours per month during trading hours: 160. 2) MV High Performance; not investment-related; LLC that pays my salary; employee; start date: 10/2023; number of hours per month: 160; number of hours per month during trading hours: 160. 3) Notary Public; not investment-related; 1121 Ridge Rod, Troy, MO 63379; notarize various business-related documents; start date: 12/2017; number of hours per month: 2; number of hours per month during trading hours: 2.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-18
  • S66 Uniform Combined State Law Examination
    2018-05-18
Other Names
  • Erin N Roettger

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