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383 Marshall Avenue, St. Louis, MO 63119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| IL | RA | APPROVED | 2026-07-23 |
| MO | RA | APPROVED | 2026-07-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Clayton | MO | 09/2019 | 12/2022 |
| Wells Fargo | St. Louis | MO | 12/2014 | 09/2019 |
| Charles Schwab & Co., Inc. | Clayton | MO | 12/2022 | 06/2026 |
| Charles Schwab Bank, Ssb | Clayton | MO | 11/2023 | 06/2026 |
| Detalus Advisors, Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-10 |
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