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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 05/2006 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 05/2006 | 08/2023 |
| Renaissance Financial | St Louis | MO | 05/2006 | Present |
| University Of Missouri - Columbia | Columbia | MO | 08/2002 | Present |
| R.F. Brokerage | St. Louis | MO | 09/2006 | Present |
| Coop Insurance Agency, Inc | San Diego | CA | 09/2006 | Present |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: September 2006 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: September 2006 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. CHURCHES FOR LIFE POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: P.O. Box 411752, St .Louis MO 63141, United States DESCRIPTION: We strive to make the vision a reality by establishing Life Teams in congregations and providing ongoing coaching to them. A Life Team is made up of Christians who have a life-affirming heart. With the blessing of church leaders, Churches for Life carefully trains and equips Life Teams, who in turn equip their congregations to affirm life in thoughtful and meaningful ways that reflect God's love, truth, and grace. I will help assist in the decision making process of how to setup Life Teams, which churches to pursue, and overall advising of the growth of the organization alongside other board members; 4. NAME OF OTHER BUSINESS: JAMBES LLC, INVESTMENT RELATED: NO, ADDRESS: 4321 N 68H PL, SCOTTSDALE, AZ 85251, NATURE OF BUSINESS: LLC, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ONLY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
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