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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-11 |
Branch Locations
50 Randelay Dr, St. Louis, MO 63124 • United States
Chesterfield, MO • United States
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Na | Memphis | TN | 05/2016 | 09/2016 |
| New York Life | Memphis | TN | 10/2016 | 01/2021 |
| Nylife Securities Llc | Memphis | TN | 07/2017 | 12/2020 |
| Compass Retirement Solutions | St. Louis | MO | 01/2021 | 01/2024 |
| Compass Retirement Group | St. Louis | MO | 01/2021 | 01/2024 |
| Forsythe Findley Wealth Advisors | St. Louis | MO | 02/2024 | 04/2024 |
| Guardian Life Insurance | St. Louis | MO | 04/2024 | 01/2025 |
| Park Avenue Securities | St. Louis | MO | 04/2024 | 01/2025 |
| World Equity Group, Inc. | St. Louis | MO | 02/2025 | Present |
| Wright Insurance Planning | St. Louis | MO | 02/2025 | Present |
1. Wright Insurance Planning; Yes, Investment related; Address: 182 Marcrest Dr, Chesterfield, MO 63017; Nature of OBA: Life Insurance Business; Pos/Title: Producer; Start Date: 02/03/2025; Approx Hrs/Mth for OBA: 8 Hrs; Approx Hrs/Mth during trading Hrs for OBA: 8 Hrs; Duties: Insurance Business producer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-08 |
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