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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 | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St. Paul | MN | 07/2017 | 08/2023 |
| Minnesota Life Insurance Co. | St. Paul | MS | 07/2017 | 08/2023 |
| Renaissance Financial Corp. | St. Louis | MN | 07/2017 | Present |
| Covenant Theological Seminary | St. Louis | MO | 04/2007 | 07/2017 |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: September 2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2) NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: September 2017 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3) FINANCE COMMITTEE AT CROSSROADS PRESBYTERIAN FELLOWSHIP POSITION: Trustee NATURE: Local Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 2640 Oakview Terrace, Maplewood MO 63143, United States DESCRIPTION: The finance committee at my church has asked me to join as a volunteer. Duties may include preparing the annual church budget, reporting member giving and church expenses, stewarding church funds, planning for capital facilities projects as prioritized by the church leadership, and overseeing the part-time bookkeeper. 4) FAMILY FARM POSITION: Trustee NATURE: Family Farm INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2023 ADDRESS: 613 Big Bend Rd Unity 783, Ballwin MO 63021, United States DESCRIPTION: My mom is the sole member of Agros, LLC which ownsa family farm. She has asked me to become the signor on the checking account to help pay an occasional bill or deposit a check, if needed. 5) NAME OF OTHER BUSINESS: NEDVED CEMETERY ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 43285 308TH ST YANKTON, SD 57078; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE UPKEEP AND COORDINATE WORK DAYS AT PRIVATE CEMETARY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-02 |
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