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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridge Integrative Medicine | Gladstone | MO | 01/2010 | 09/2022 |
| Spencer Financial Services, Llc | Liberty | MO | 11/2022 | Present |
| Bridge Integrative Medicine | Gladstone | MO | 10/2022 | 02/2023 |
| Liberty United Soccer Club, Llc | Liberty | MO | 08/2021 | Present |
| Reclaim Functional Rehab, Llc | Liberty | MO | 12/2019 | Present |
| Cetera Advisors | St Cloud | MN | 10/2022 | 02/2023 |
| Cetera Advisors Llc | St Cloud | MN | 02/2023 | Present |
| Purpose Planning | Colorado Springs, | CO | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: ANALYST, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.NAME OF OTHER BUSINESS: LIBERTY UNITED SOCCER CLUB, LLC, INVESTMENT RELATED: NO, ADDRESS: 623 JEFFERSON CIRCLE, LIBERTY, MO, 64068, NATURE OF BUSINESS: SPORTS, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COORDINATE, STATE REGISTRATION FOR TEAMS AND PLAYERS. REGISTER TEAMS FOR LEAGUE PLAY; 3.NAME OF OTHER BUSINESS: RECLAIM FUNCTIONAL REHAB, LLC, INVESTMENT RELATED: NO, ADDRESS: 623 JEFFERSON CIRCLE, LIBERTY, MO, 64068, NATURE OF BUSINESS: VIRTUAL REHAB INSTRUCTION, START DATE: 12/2019, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: > 1, BRIEF DESCRIPTION OF DUTIES: TEACH CLIENTS HOW TO REHAB THEIR CHRONIC CONDITIONS FROM HOME; 4. NAME OF OTHER BUSINESS: PURPOSE PLANNING, INVESTMENT RELATED: YES, ADDRESS: 1980 DOMINION WAY, STE 200, COLORADO SPRINGS, CO 80918, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:02/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: MAN UP AND GO; INVESTMENT RELATED: NO; ADDRESS: P O BOX 1839 SAFETY HARBOR, FL 34695; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: CHAMBERLAIN; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MEMBER OF THE LEADERSHIP BOARD, BUDGETING AND PLANNING; 6. NAME OF OTHER BUSINESS: LIBERTY CHRISTIAN FELLOWSHIP; INVESTMENT RELATED: NO ; ADDRESS: 1815 W LIBERTY DR LIBERTY, MO 64068 ; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: ELDER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: ALONG WITH 7 OTHER ELDERS, WE WILL MAKE DECISIONS ON THE SPIRITUAL DIRECTION OF THE CHURCH AND HOW TO BEST CARE FOR ITS MEMBERS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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