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540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-28 |
| UT | RA | APPROVED | 2026-05-28 |
Branch Locations
540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp, Llc | St. Louis | MO | 04/2026 | Present |
| Atrato Asset Management | Santa Fe | NM | 04/2014 | 02/2019 |
| Athena's Wealth, Inc. | Park City | UT | 09/2019 | 04/2026 |
| Athena Tax Service, Inc. | Park City | UT | 09/2019 | 04/2026 |
| Western Governors University, Masters Of Accounting Program | Park City | UT | 04/2019 | 09/2020 |
| Mccarthy Tax | Loveland | OH | 01/2020 | 04/2022 |
| Wilsonsix Studio, Llc | Park City | UT | 01/2018 | Present |
| S&V Homes, Llc | Alburquerque | NM | 02/2002 | Present |
Women Entrepreneurs of Park City Mastermind group; Not investment-related; 1090 Center Drive, Park City, UT 84098; Networking and education for women entrepreneurs and business leaders; Community Leader; Co-Leader; 01/01/2026; 3 hours/month; 0 hours/month during trading hours; host monthly gatherings, facilitate meetings and discussions. Off-Piste Park City Podcast; Not investment-related; Private residence in Park City, UT; Community Podcast; Podcast host; Owner; 10/01/2025; 10 hours/month; 0 hours/month during trading hours; Invite and interview podcast guests to appear on podcast. Edit, produce, and publish episodes. S&V Homes LLC; Investment-related; 11824 Indian School Road, Albuquerque, NM 87112; Rental property (fourplex); Co-Owner; 01/01/2002; 1 hour/month; 0 hours/month during trading hours; Oversee bookkeeping and tax reporting for a rental property. WilsonSix Studios LLC; Not investment-related; Private residence in Park City, UT; Metal Fabrication/ Turo Car Rentals; Support; Agent and Tax Preparer; 01/01/2020; 1 hour/month; 0 hours/month during trading; Oversee bookkeeping and tax reporting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-17 |
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