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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States
Manchester, MO • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St Louis | MO | 10/2014 | 11/2016 |
| Emc2 The World Dba Globalwise Communities | Saint Louis | MO | 03/2013 | 12/2018 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 07/2019 |
| Slalom Consulting | Saint Louis | MO | 07/2019 | 06/2022 |
| Neuroleadership Institute | New York | MO | 07/2022 | 07/2023 |
| Uber | Saint Louis | MO | 11/2023 | 01/2024 |
| Upwork | Saint Louis | MO | 11/2023 | 06/2024 |
| Unemployed | Saint Louis | MO | 08/2023 | 10/2023 |
| New York Life Insurance Co | Creve Coeur | MO | 05/2024 | 03/2025 |
| Nylife Securities, Llc | Creve Coeur | MO | 06/2024 | 03/2025 |
| Principal Life Insurance Company | Saint Louis | MO | 03/2025 | Present |
| Principal Securities, Inc. | Saint Louis | MO | 03/2025 | Present |
**OUTSIDE INSURANCE SALES VIA PPN/CRUMP POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/28/2025 ADDRESS: 1800 S Brentwood Blvd, Apt 1424, St. Louis MO 63144, United States DESCRIPTION: Offering Non-proprietary Insurance products and services via PPN/Crump for through various carriers for LTC; Life Insurance; Annuities; DI and group insurance. **VARSITY TUTORS POSITION: Tutor NATURE: Tutoring INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 10/20/2025 ADDRESS: 1800 S Brentwood Blvd, Apt 1424, St. Louis MO 63144, United States DESCRIPTION: I tutor clients age 12 to unlimited in approved tutoring subjects. Subjects include ACT/SAT/SSAT, Anthropology, Chinese, Finance, Sociology, Work History and more. most hours are outside of trading hours, occasionally I will tutor during trading hours. All tutoring occurs online. **WHOLE FOODS POSITION: Grocery Team Member NATURE: Part Time Retail Job INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2026 ADDRESS: 1160 Town and Country Crossing Drive, Town and Country MO 63017, United States DESCRIPTION: Part-time grocery stock team member. Retail grocery store. Unload and stock nonperishable grocery items as directed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
| S66 | Uniform Combined State Law Examination | 2015-01-15 |
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