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14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-11-07 |
Branch Locations
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-18 |
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