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Troy, Lincoln, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northroad Church | Moscow Mills | MO | 02/2024 | Present |
| Downs Drywall | Troy | MO | 05/2015 | 02/2024 |
| St. Charles Community College | St. Charles | MO | 01/2020 | 01/2023 |
Name of business: NorthRoad Church Investment-related: No Address: 49 College Campus Dr Nature of business: Religious/Non-profit Organization Your position/title: Operations Manager Start date: 2024 Hours per month: ~160 hours/month Hours during securities trading hours: ~24 hours per week Description of duties: Manages daily church operations; role is non-investment related and does not interfere with fiduciary duties to advisory clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
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