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10326 Old Olive Street Road, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-10 |
Branch Locations
10326 Old Olive Street Road, 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | St Louis | MO | 02/2018 | 03/2018 |
| Disys | St Louis | MO | 02/2018 | 03/2018 |
| Unemployed | Saint Peters | MO | 11/2017 | 02/2018 |
| Diligent Delivery Services | Norcross | GA | 08/2017 | 11/2017 |
| Uber | Atlanta | GA | 06/2017 | 08/2017 |
| Hyundai Of Kennesaw | Kennesaw | GA | 05/2017 | 06/2017 |
| Unemployed | Atlanta | GA | 02/2017 | 05/2017 |
| Hkt Custom Clothiers | Atlanta | GA | 11/2016 | 02/2017 |
| Brooks Brothers Incorperated | Louisville | KY | 05/2016 | 09/2016 |
| Unemployed | Louisville | KY | 09/2016 | 11/2016 |
| Unemployed | Louisville | KY | 02/2016 | 05/2016 |
| Lyft | Atlanta | GA | 06/2017 | 08/2017 |
| Unemployed | Saint Peters | MO | 03/2018 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Saint Louis | MO | 05/2018 | 03/2021 |
| Citigroup Global Markets Inc. | O'FAllon | MO | 03/2024 | 02/2025 |
| William Cohn | St Louis | MO | 02/2025 | 03/2025 |
| Thomas Cohn Associates | St Louis | MO | 03/2025 | 02/2026 |
| Northwestern Mutual Investment Services Llc | St Louis | MO | 03/2025 | 02/2026 |
| Compass Retirement Group Llc | St. Louis | MO | 02/2026 | Present |
| Citigroup Global Markets Inc. | O'FAllon | MO | 03/2021 | 03/2024 |
1.Stellar One Real Estate, LLC; Not Investment-related; Nature: Residential Real Estate - Rentals; Saint Louis, MO; Started: 8/27/2021; Title: Part Owner; Duties: Owner/ Partner/ Investor of 5 rental properties ; 0 hours are devoted each month during securities trading hours; 15 hours are devoted each month outside of securities trading hours 2. Stellar Property Group, LLC; Not Investment-related; Nature: Buy and Hold Rental Properties - Real Estate; Casper, Wyoming ; Started: 2/15/2023; Title: Manager; Duties: Manager - Find Properties to Buy; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-04 |
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