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Melinda Jean Mccubbin

Truman Wealth Advisors

Columbia, MO

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Current Employers
Truman Wealth Advisors

411 N. College Avenue Suite 201, Columbia, MO 65201 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-04-02
TX RA APPROVED 2025-04-02
  • MO RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-02

Branch Locations

411 N. College Avenue Suite 201, Columbia, MO 65201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truman Wealth Advisors, Llc Columbia MO 01/2018 Present
Shelter Mutual Insurance Company Columbia MO 06/2007 03/2020
Equita Financial Network, Inc. Fort Washington PA 11/2018 03/2025
  • 01/2018 → Present
    Truman Wealth Advisors, Llc
    Columbia, MO
  • 06/2007 → 03/2020
    Shelter Mutual Insurance Company
    Columbia, MO
  • 11/2018 → 03/2025
    Equita Financial Network, Inc.
    Fort Washington, PA
Previous Registrations
  • 2019-01-07 → 2025-04-04
    Equita Financial Network, Inc.
    Columbia, MO
    Fort Washington, PA
    Columbia, MO
  • 2018-04-12 → 2019-01-08
    Truman Wealth Advisors
    Columbia, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-28
  • S65 Uniform Investment Adviser Law Examination
    2017-10-28
Designations
Other Names
  • Mindy Mccubbin
  • Melinda Jean Frick
  • Mindy Frick

View on SEC IAPD

Other Firms

INTEGRITY ADVISORY SOLUTIONS
CONVERGENCE FINANCIAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LIFEMARK SECURITIES CORP.
SUNDVOLD FINANCIAL
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

JASON ANTHONY KEMBLE
Jarod Lee Aholt
NICHOLAS FARLEY
JEFFREY JOE KAUFMAN
ROBERT JOSEPH STEINMETZ
JOHN W. BRISCOE
Austin Grant Harrison
Phillip David Bacon

Other Offices

INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
INTEGRITY ADVISORY SOLUTIONS · Columbia, MO
CONVERGENCE FINANCIAL · COLUMBIA, MO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, MO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLUMBIA, MO
LIFEMARK SECURITIES CORP. · Columbia, MO
SUNDVOLD FINANCIAL · COLUMBIA , MO
LPL FINANCIAL LLC · COLUMBIA, MO

More in Columbia, MO

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