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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-24 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
5511 N. Farmer Branch Rd., Ozark, MO 65721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management, Inc. | Gunthrie Center | IA | 01/2022 | Present |
| Bass Pro Shops | Springfield | MO | 08/2016 | 12/2016 |
| Ozarks Technical Community College/Evangel University | Springfield | MO | 01/2017 | 09/2018 |
| At&T | Springfield | MO | 10/2018 | 02/2019 |
| Vega Chiropractic | Ozark | MO | 02/2019 | 04/2019 |
| Trinity Insurance & Financial Services | Ozark | MO | 05/2019 | Present |
1. Trinity Insurance and Financial Services; Investment Related; Ozark, MO; Start Date 05/2019; Insurance Agency; Vice President/Agent - LOAs Accident and Health or Sickness, Life; Approximately 128 hours/month devoted to this business with 32 hours/month devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
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