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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-08-02 |
| TX | RA | APPROVED | 2019-01-03 |
| MO | RA | APPROVED | 2018-12-05 |
Branch Locations
700 Sw Washington St 5Th Fl Ste 501 [Wd-Rbo], Vancouver, WA 98660 • United States
617 Sw 6Th St, Redmond, OR 97756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Excel Home Inspections | St. Louis | MO | 03/2016 | 10/2016 |
| Regions Bank | St. Louis | MO | 11/2016 | 11/2018 |
| Cetera Investment Services | St Cloud | MN | 11/2016 | 11/2018 |
| Cetera Investment Advisers Llc | St. Louis | MO | 04/2018 | 11/2018 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 11/2018 | Present |
MATT KLEIN FINE ART; NOT INV RELATED; BEND,OR; 100% OWNERSHIP; START 02/1/2023; 10 HOURS PER MONTH; 0 DURING TRADING; SELLING FINE ART PAINTINGS. ROOTS RENEWAL COUNSELING, INC., NOT INV RELATED, BEND, OR, 100% OWNERSHIP WITH SPOUSE, START DATE 11/25/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, SPOUSE'S MENTAL HEALTH COUNSELING SERVICES BUSINESS DISCUSSING PLANNING, MARKETING, REVENUE, HIRING, AND TAKING NOTES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-04 |
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