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7711 Bonhomme Ave Ste 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-10 |
Branch Locations
7711 Bonhomme Ave Ste 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equis Group Llc | St. Albans | MO | 01/2007 | 06/2025 |
| Unemployed | St. Louis | MO | 06/2025 | 09/2025 |
| Profusion Financial, Inc | St. Louis | MO | 09/2025 | Present |
I am life/health insurance licensed. I receive commissions for the life, health, and disability insurance products that are secured for my clients. I consult with a local (St. Louis) coffee company on strategy, operations, and business development efforts for which I receive a fee and/or commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-06 |
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