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680 Craig Road Suite 201, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-01 |
Branch Locations
680 Craig Road Suite 201, St. Louis, MO 63141 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Nexus Wealth Advisors Llc | Santa Cruz | CA | 03/2014 | 02/2017 |
| Minnesota Life Insurance Co | Saint Paul | MN | 04/2021 | 01/2023 |
| Securian Financial Services | St Paul | MN | 04/2021 | 01/2023 |
| Renaissance Financial Corp | St Louis | MO | 04/2021 | 01/2023 |
| Homemaker | Aptos | CA | 02/2017 | 06/2017 |
| Community Capital Advisors, Llc | San Francisco | CA | 06/2017 | 06/2019 |
| Homemaker | San Francisco | CA | 04/2020 | 03/2021 |
| Impactful | San Francisco | CA | 06/2019 | 03/2020 |
| Securian Life Insurance Co | St. Paul | MN | 03/2021 | 04/2021 |
| Rbf Wealth Advisors | St. Louis | MO | 01/2023 | Present |
Owner of Miguel 2016 LLC, a non-investment related legal entity established for personal tax/accounting purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-16 |
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