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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-08-26 |
Branch Locations
2 City Place Dr Suite 30, St. Louis, MO 63141-7096 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | St Louis | MO | 02/1997 | Present |
| Pines Wealth Management, Llc | St. Louis | MO | 12/2003 | Present |
| Pines Wealth Management, Llc | St. Louis | MO | 01/2010 | Present |
| Osaic Wealth, Inc. | St. Louis | MO | 08/2021 | Present |
1. CLIFFORD E. VAN ITTERSUM POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1992 ADDRESS: 2 City Place Dr., Suite 30, Saint Louis MO 63141, United States DESCRIPTION: Sales of Life Insurance 2. PINES WEALTH MANAGEMENT LLC., INVESTMENT RELATED, 11475 OLDE CABIN RD. SUITE 220, SAINT LOUIS, MO 63141-7129. INVESTMENT ADVISOR, SINCE 3/1/2004, 10 HRS/MTH, 2 HRS/DST. INDEPENDENT REGISTERED INVESTMENT ADVISOR - INVESTMENT ADVISORY SERVICES, ASSET ALLOCATION. CLIENT ADVISORY ACCOUNT REVIEW AND MONITORING. 3. PINES WEALTH MANAGEMENT, LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2003 ADDRESS: 2 City Place Dr., Suite 30, Saint :Louis MO 63141, United States DESCRIPTION: Pines Wealth is the name of our marketing firm. I sell life insurance and do personal financial planning under this DBA. We are affiliated with the Osaic corporate RIA for our fee based wealth management practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-09-30 |
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