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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-10-29 |
Branch Locations
16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evertrade Direct Brokerage, Inc. | St. Louis | MO | 06/2014 | 12/2017 |
| Tiaa | St. Louis | MO | 01/2018 | 09/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | St. Louis | MO | 01/2018 | 08/2018 |
| Everbank Wealth Management | St. Louis | MO | 04/2015 | 12/2017 |
| Fidelity Brokerage Services Llc | Chesterfield | MO | 11/2018 | 06/2025 |
| Fidelity Investments | Chesterfield | MO | 03/2025 | 06/2025 |
| Strategic Advisers Llc | Chesterfield | MO | 03/2025 | 06/2025 |
| Fidelity Personal And Workplace Advisors | Chesterfield | MO | 10/2018 | 03/2025 |
| Mml Investors Services, Llc | Chesterfield | MO | 09/2025 | Present |
| Massmutual Life Insurance Co | Chesterfield | MO | 09/2025 | Present |
| Unemployed | Lake Saint Louis | MO | 07/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
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