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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-31 |
Branch Locations
Saint Joseph, MO • United States
3110 Karnes Rd, Suite 101, Saint Joseph, MO 64506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 02/2026 |
| Kriz-Davis Company | Saint Joseph | MO | 08/2014 | 07/2017 |
| Virtue Wealth Strategies Llc | Saint Joseph | MO | 03/2026 | Present |
| Cetera Advisors Llc | St Cloud | MN | 03/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
1. NAME OF OTHER BUSINESS: VIRTUE WEALTH STRATEGIES LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT, INVESTMENT ADVICE, AND OVERALL FINANCIAL STRATEGIES; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OFFERING FINANCIAL ADVICE INCLUDING ADVISORY AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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