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5431 Chippewa St, St. Louis, MO 63109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 01/2014 | 10/2019 |
| Pentecostal Church Of God, Int'L Movement | Orlando | FL | 02/2015 | 05/2019 |
| White Lighthouse Investment Management | Lexington | MA | 11/2019 | 12/2025 |
| Mindful Wealth Llc | Saint Louis | MO | 12/2025 | Present |
| Emergent Tax Services, Llc | St. Cloud | FL | 01/2024 | Present |
PENTECOSTAL CHURCH OF GOD, INTERNATIONAL MOVEMENT, ORLANDO, FLORIDA, NOT INVESTMENT RELATED, 02/2015, PASTOR, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. Emergent Tax Services, St. Cloud, FL, Not Investment-related, owner, Tax Preparer, 5 hours/month, typically done outside of trading hours; approximately 2 hours/week could be during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-11 |
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