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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-03-02 |
| MO | RA | APPROVED | 2017-02-08 |
Branch Locations
5700 Mexico Road Suite 2, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Peters | MO | 09/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Saint Peters | MO | 02/2017 | Present |
| Maryville University | St. Louis | MO | 01/2017 | Present |
| One Financial Group | Saint Peters | MO | 01/2018 | 04/2021 |
(1) Name of Business: One Financial Group Address: 5700 Mexico Rd Ste 2, Saint Peters, MO, 63376, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Branch Manager, FA, Owner (2) Name of Business: Schneider Asset Management Group LLC Address: 5700 Mexico Rd Ste 2, Saint Peters, MO, 63376, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner, branch manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-28 |
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