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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-20 |
| MO | RA | APPROVED | 2026-05-14 |
Branch Locations
14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial Group | St. Louis | MO | 05/2022 | 01/2023 |
| Securian Financial Services | Saint Paul | MN | 05/2022 | 01/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 05/2022 | 01/2023 |
| University Of Missouri-Columbia | Columbia | MO | 08/2018 | 05/2022 |
| De Smet Jesuit High School | Creve Coeur | MO | 05/2014 | 05/2018 |
| Midwest Pool Management | Wildwood | MO | 05/2014 | 08/2018 |
| Sellenriek Grading Co | Eureka | MO | 06/2018 | 08/2021 |
| Willies | Columbia | MO | 04/2019 | 05/2022 |
| Morgan Stanley | Chesterfield | MO | 04/2023 | 11/2023 |
| Morgan Stanley | Chesterfield | MO | 04/2026 | Present |
| Ubs Financial | Chesterfield | MO | 12/2023 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-24 |
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