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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sugarfire Smoke House Llc | Saint Louis | MO | 09/2017 | 05/2022 |
| Carillon Group | Chesterfield | MO | 01/2017 | 06/2019 |
| 5 Star Burgers Llc | Kirkwood | MO | 06/2015 | 12/2017 |
| Financial & Tax Architects, Llc | Saint Louis | MO | 10/2024 | 08/2026 |
| Plancorp, Llc | Saint Louis | MO | 01/2022 | 02/2024 |
| The Good Company | Saint Louis | MO | 05/2024 | 05/2024 |
| Disys/Wells Fargo Contract | Saint Louis | MO | 10/2021 | 12/2021 |
| Disys/Wells Fargo Contract | Saint Louis | MO | 03/2021 | 06/2021 |
| Td Ameritrade / Charles Schwab | Saint Louis | MO | 09/2019 | 03/2021 |
| Td Ameritrade / Charles Schwab | Saint Louis | MO | 09/2019 | 03/2021 |
| Amazon Flex | St. Louis | MO | 07/2024 | 09/2024 |
| Uber Ride Share | Saint Louis | MO | 01/2018 | 01/2018 |
| Q3 Advisors, Llc | Boulder | CO | 08/2026 | Present |
Name: Financial & Tax Architects, LLC, Role: Insurance Agent, Type: Insurance, Start Date: 11/2024, Investment Related?: No, Address: 12412 Powerscourt Dr. #25, Saint Louis, MO, 63131, Duties: Duties include providing insurance products and services to clients and prospects. 40 hours spent per month during trading hours and non-trading hours. Name: Landlord, Role: Landlord, Type: Rental Property, Start Date: 11/15/2020, Investment Related?: No, Address: 3629 Marceline Terrace, 2F, Saint Louis, 10 hours spent per month and 0 hours spent during trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-15 |
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