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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| MO | RA | APPROVED | 2026-07-10 |
Branch Locations
5775 Suemandy Dr, Saint Peters, MO 63376 • United States
8298 Old Highway N, O'FAllon, MO 63367 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Charles | MO | 04/2024 | 06/2026 |
| The Retina Institute | Saint Louis | MO | 02/2024 | 04/2024 |
| Mike Mcmullen Country Financial Agency | Lake Saint Louis | MO | 03/2023 | 03/2024 |
| Uber | San Francisco | MO | 08/2023 | 02/2024 |
| Guardian Life Insurance | Saint Louis | MO | 11/2022 | 02/2023 |
| Young Agency With Symmetry & Ffl | Swannanoa | NC | 10/2019 | 10/2022 |
| Vision Group Holdings | Miami | FL | 12/2013 | 03/2020 |
| Snyder Assisted Ind Living/Visiting Angels | Saint Charles | MO | 06/2023 | 08/2023 |
| Bank Of America, N.A. | Saint Charles | MO | 04/2024 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | O'FAllon | MO | 07/2026 | Present |
| J.P. Morgan Securities Llc | O'FAllon | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-27 |
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