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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 | 2023-08-10 |
Branch Locations
5700 Oakland Ave Ste 400, St Louis, MO 63110 • United States
Clayton, MO • 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 | MN | 07/2017 | 08/2023 |
| Renaissance Financial Corp. | St. Louis | MO | 07/2017 | Present |
| Truman State University | Kirksville | MO | 08/2013 | 05/2017 |
| Truman State University Center For Student Involvement | Kirksville | MO | 08/2016 | 05/2017 |
| Cooperative Home Care | St. Louis | MO | 06/2016 | 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: July 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 NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 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 SOCIAL VENTURE PARTNERS - REGIONAL BUSINESS COUNCIL POSITION: Partner NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 7701 Forsyth Blvd, St. Louis MO 63105, United States DESCRIPTION: I will simply be a board member/ Partner recommending Grants across the Saint Louis region to local non profit organizations. SAUL MIROWITZ JEWISH COMMUNITY SCHOOL POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: 348 S Mason Rd, Creve Coeur MO 63141, United States DESCRIPTION: I am a board member of this organization simply serving in an advisory capacity to help make school decisions. I will start serving as the treasurer of the board this summer and will help the board with understanding the schools financial statements and current standings. I will also have the ability to be a signer for the endowment account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-30 |
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