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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| MO | RA | APPROVED | 2025-11-20 |
Branch Locations
5700 Oakland Ave Suite 400, St. Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Effective Spend | Austin | TX | 03/2021 | 12/2021 |
| Texas Public Policy Foundation | Austin | TX | 01/2021 | 05/2021 |
| Gentrifi Gps | Allen | TX | 05/2020 | 10/2020 |
| Altair Global | Plano | TX | 06/2018 | 08/2018 |
| Independence High School | Frisco | TX | 08/2014 | 06/2017 |
| The University Of Texas At Austin | Austin | TX | 08/2017 | 05/2021 |
| The Vanguard Group, Inc. | Plano | TX | 01/2022 | 08/2023 |
| Fidelity Investments | Westlake | TX | 09/2023 | 12/2023 |
| Wells Fargo Advisors | St. Louis | MO | 01/2024 | 03/2025 |
| Precision Wealth Strategies | St. Louis | MO | 04/2025 | 11/2025 |
| Renaissance Financial | St. Louis | MO | 11/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisor | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: COMPLIANCE SUPERVISION SPECIALIST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: GENERAL COMPLIANCE SUPERVISION; 2. NAME OF OTHER BUSINESS: MOTHER OF PERPETUAL HELP FINANCE COUNCIL INVESTMENT RELATED: NO ADDRESS: 200 NORTH LANGE AVENUE, MARYVILLE IL 62062 NATURE OF BUSINESS: CHARITY START DATE: 4/22/2026 POSITION/TITLE/RELATIONSHIP: FINANCE COUNCIL MEMBER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ADVICE, PLANNING, REVIEW, REPORTING, FUNDRAISING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
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