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12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-01-24 |
| TX | RA | APPROVED | 2017-01-20 |
Branch Locations
12935 North Outer Forty Road Suite 101, St. Louis, MO 63141 • United States
14500 S Outer Forty Suite 201A, Town And Country, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Town And Country | MO | 07/2013 | Present |
| Private Advisor Group, Llc | Town & Country | MO | 08/2013 | 01/2017 |
| Kraft, Davis & Associates, Llc (Dba: Adk Wealth Advisory Group) | Town & Country | MO | 01/2017 | Present |
1. 7/31/2013 - Steck Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION - 100% TIME SPENT. 2. 7/31/2013 - St. Nick's Publishing Co - BUSINESS OWNER - NOT INV REL - AT REPORTED BUSINESS LOCATION - OWNER - 5% TIME SPENT. 3. 7/31/2013 - NO BUSINESS NAME - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - Insurance Agent for life insurance , long term care insurance , accident & health - 1% TIME SPENT. 4. 12/9/2013 - Heartfelt Family Traditions - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Founder and Owner of Heartfelt Family Traditions - 2% TIME SPENT. 5. 6/6/2014 - Heartfelt Letters from Santa and How Angelina changed Christmas - OTHER-AUTHOR - NOT INV REL - 4287 Beltline Rd. Suite 256 Addison, Texas 75001 - OBA START 6/15/2014 - 1 HR PER MONTH/1 HR DURING TRADING. 6. 2/8/2017 - Kraft, Davis & Associates, LLC - DBA: (Hybrid) ADK WEALTH ADVISORY GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/25/2017 - 60 Hours Per /8 Hours During Securities Trading - I provide investment advisory services through Kraft, Davis & Associates LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 60 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 2/8/2017 - Kraft, Davis & Associates, LLC - DBA: (Hybrid) Steck Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 01/25/17 - 60 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-04 |
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