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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-22 |
Branch Locations
16150 Main Circle Drive Suite 400, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| For The Love Of Cleaning | Columbia | MO | 01/2020 | 03/2020 |
| Eckerts Country Store And Farm | St. Louis | MO | 06/2020 | 08/2021 |
| Charles Schwab & Co., Inc. | Saint Louis | MO | 01/2023 | 06/2023 |
| Charles Schwab & Co., Inc. | St. Louis | MO | 06/2022 | 08/2022 |
| Full-Time Education | St. Louis | MO | 01/2013 | 08/2019 |
| Christ Community Lutheran School | St. Louis | MO | 02/2018 | 05/2018 |
| Concord Cleaners | St. Louis | MO | 02/2017 | 02/2018 |
| University Of Missouri-Columbia | Columbia | MO | 08/2019 | 12/2022 |
| Mml Investors Services, Llc | Chesterfield | MO | 07/2023 | Present |
| Massmutual Life Insurance Co | Chesterfield | MO | 07/2023 | Present |
| Td Ameritrade, Inc. | Omaha | NE | 06/2022 | 08/2022 |
| Nylife Securities, Llc | New York | NY | 10/2022 | 07/2023 |
Name: Wagon Wheel Rentals, LLC Inv Rel: Y Add: At residential address Nature: Realtor/Real Estate Position: Partner, Owner Start Date: 04/30/2025 No. Hr/Mo: 3 No. Hr/Mo During Sec Trading: 0 Duties: Find, purchase, and rent out single-family homes and duplexes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-20 |
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