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333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-06 |
Branch Locations
333 S. Kirkwood Road Suite 301, St. Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | 09/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | 05/2026 |
| Keller Williams Realty West | O Fallon | MO | 09/2014 | 04/2018 |
| Jw Realty Group | Chesterfield | MO | 09/2014 | 04/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 05/2026 |
| Osaic Wealth, Inc. | Saint Louis | MO | 04/2026 | Present |
| Universal Financial Advisors, Llc | St. Louis | MO | 05/2026 | Present |
1. PAGES BY STEPHANIE POSITION: Owner NATURE: Create budgeting printables and sell on Etsy INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2025 ADDRESS: St. Louis, MO DESCRIPTION: Create printables for budgeting and sell them on Etsy. Market on Pinterest. 2. STORYLINE WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: Sole proprietorship/Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/2023 ADDRESS: St. Louis, MO DESCRIPTION: Sell fixed and variable life insurance 3. STORYLINE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/2023 ADDRESS: St. Louis, MO DESCRIPTION: DBA for advisory and commissionable business 4. UNIVERSAL FINANCIAL GROUP LLC POSITION: Advisor NATURE: This is a DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 333 S Kirkwood Rd, Unit 301, Saint Louis MO 63122, United States DESCRIPTION: Registering a DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-22 |
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