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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-17 |
Branch Locations
110 Pike Lake Dr Suite A, Hartford, WI 53027 • United States
W282 N7162 Main Street, Merton, WI 53056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Beacon Advisors | Chenequa | WI | 11/2008 | 02/2018 |
| Foreside Fund Services, Llc | Chenequa | WI | 11/2008 | 02/2018 |
| Resolute Investment Distributors, Inc. | Chenequa | WI | 02/2018 | 02/2020 |
| Resolute Investment Services | Chenequa | WI | 01/2018 | 02/2020 |
| Gwfs Equities Inc (Empower) | Greenwood Village | CO | 01/2022 | 10/2022 |
| Chenequa Farms Llc | Chenequa | WI | 02/2020 | 12/2021 |
| North Shore Bank | Brookfield | WI | 01/2024 | 02/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2024 | 02/2025 |
| Unemployed | Chenequa | WI | 11/2022 | 12/2023 |
| Edward Jones | St Louis | MO | 11/2025 | Present |
| Unemployed | Hartland | WI | 03/2025 | 10/2025 |
Chenequa Farms LLC Type of business: Flower farm and apiary Hartland, WI Start date: 2/7/2020 sales Hours per week: 2 Hours during trading: 0 I maintain approximately 30 beehives as a hobby
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-11 |
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