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Malaga, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| WA | RA | APPROVED | 2026-08-07 |
Branch Locations
Springfield, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Springfield | MO | 12/2021 | 11/2024 |
| Ozarks Technical Community College | Springfield | MO | 08/2016 | 06/2020 |
| Missouri State University | Springfield | MO | 06/2020 | 08/2021 |
| Bkd Wealth Advisors | Springfield | MO | 08/2021 | 11/2021 |
| Heim, Young & Associates, Inc. | Springfield | MO | 02/2025 | 08/2025 |
| Commerce Bank | Springfield | MO | 03/2018 | 03/2020 |
| Great Southern Bank | Springfield | MO | 11/2017 | 03/2018 |
| U.S. Bancorp Investments, Inc. | Springfield | MO | 03/2022 | 11/2024 |
| Wealthcare Asset Management, Llc | Springfield | MO | 11/2025 | 03/2026 |
| American Tax Strategies, Llc | Springfield | MO | 11/2025 | 03/2026 |
| Arrowstone Wealth, Llc | Malaga | WA | 08/2026 | Present |
| Unemployed | Springfield | MO | 03/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-17 |
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