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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 | 2024-02-27 |
Branch Locations
5700 Oakland Avenue Suite 400, St. Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 05/2018 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 05/2018 | 08/2023 |
| Renaissance Financial | Phoenix | AZ | 05/2018 | Present |
| Northern Arizona Healthcare | Flagstaff | AZ | 02/2017 | 04/2018 |
| Northern Arizona Healthcare | Flagstaff | AZ | 08/2016 | 02/2017 |
| Northern Arizona University | Flasgtaff | AZ | 08/2016 | Present |
| Rf Brokerage | St. Louis | MO | 05/2018 | Present |
| Co-Op Insurance Agency | San Diego | CA | 05/2018 | Present |
| Securian Financial Services Inc | St. Paul | MN | 04/2018 | 05/2018 |
| Cetera Wealth Services, Llc | Phoenix | AZ | 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: May 2018 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: May 2018 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. NAME OF OTHER BUSINESS: ROSE CREST ESTATES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 1/2025 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
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