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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2020-10-13 |
Branch Locations
8027 Forsyth Blvd Suite 1010, Clayton, MO 63105 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plancorp, Llc | St. Louis | MO | 08/2017 | 09/2020 |
| Plancorp, Llc | St. Louis | MO | 06/2014 | 09/2020 |
| Ubs Financial Services Inc | St. Louis | MO | 09/2020 | Present |
Through a qualified spousal trust, my husband and I own DSP, LLC d/b/a The Haus Pizzeria & Bar. My husband's ownership interest was transferred to our qualified spousal trust on March 12, 2015. The address is 14815 Clayton Rd, Chesterfield, MO 63017. I do not work at the restaurant or participate in the management of the business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-06 |
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