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14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-21 |
| MO | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2023-06-23 |
Branch Locations
14143 Denver West Pkwy Suite 100, Golden, CO 80401 • United States
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Club Car Wash | St. Charles | MO | 03/2016 | 08/2019 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 05/2019 | 07/2019 |
| Student | St. Louis | MO | 07/2019 | 04/2020 |
| Office Depot | St. Charles | MO | 04/2020 | 07/2020 |
| Northwestern Mutual | Columbia | MO | 07/2020 | 12/2020 |
| Student | Columbia | MO | 12/2020 | 05/2021 |
| Enterprise Fleet Management | St. Louis | MO | 05/2021 | 08/2021 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 08/2021 | Present |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 06/2023 | Present |
| Securities America, Inc. | Chesterfield | MO | 08/2021 | 06/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | 02/2026 |
| Private Client Services, Llc | Louisville | KY | 02/2026 | Present |
1. INSURANCE AGENT, NOT INVESTMENT-RELATED, ADDRESS SAME AS MAIN ADDRESS, POSITION: INSURANCE AGENT, START DATE-7/17/20. SPEND 0 HOURS PER MONTH ON THIS ACTIVITY. 2. Name of business - Private Client Services, LLC, Investment related-Yes, Address - 2225 Lexington Rd., Louisville, KY 40206, Nature of Business: Investment, Position: Client Service Specialist, Start date with Business - 02/2026, Hours worked per month - 160, Hours worked during security trading hours per month - 60.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
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