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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-20 |
Branch Locations
1405 N Green Mount Rd Ste 200, O Fallon, IL 62269 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | O'FAllon | IL | 10/2024 | Present |
| Lindsay Mcmillin | O'FAllon | IL | 11/2024 | Present |
| Clark Wealth Partners, Llc | O'FAllon | IL | 02/2022 | 09/2024 |
| Zyia Active | Swansea | IL | 12/2019 | 09/2024 |
| Rodan + Fields | Swansea | IL | 05/2015 | Present |
| Violence Prevention Center Of Sw Il | Belleville | IL | 08/2015 | 08/2017 |
1. Rodan + Fields; not investment related; O'Fallon, IL; Independent consultant; since 5/2015; 1 hours/month spent on this business; 0 hours/month during securities trading hours spent on this business. 2. Relationship Coaching business (Lindsay McMillin); one-on-one coaching services; not investment related; since 2024; 8 hours/month spent on this business; 0 hours/month during securities trading hours spent on this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-26 |
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