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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-10 |
Branch Locations
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mattson Financial Services, Llc | Grand Rapids | MI | 10/2014 | 12/2016 |
| Lakeview Financial Group, Llc | Grand Rapids | MI | 07/2013 | 12/2016 |
| Epi Group, Llc | Troy | MI | 01/2017 | 07/2018 |
| Epi Protection, Llc | Troy | MI | 01/2017 | 07/2018 |
| Epi Advisors, Llc | Troy | MI | 01/2017 | 07/2018 |
| Knapp's Llc | Lowell | MI | 03/2015 | Present |
| Integrity Financial Advisors, Llc | Grand Rapids | MI | 07/2018 | 12/2024 |
| Integrity Financial Group, Llc | Grand Rapids | MI | 07/2018 | 12/2024 |
| Financial & Tax Architects, Llc | Ten Mile | TN | 12/2024 | Present |
| West Financial Advisors | Ten Mile | TN | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-22 |
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