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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferguson Financial Group | Chesterfield | MO | 03/2023 | 11/2023 |
| Nylife Securities, Llc | Creve Coeur | MO | 05/2023 | 11/2023 |
| Unemployed | Arnold | MO | 01/2023 | 03/2023 |
| United Parcel Services | Saint Louis | MO | 10/2022 | 01/2023 |
| Unemployed | Arnold | MO | 05/2022 | 10/2022 |
| Rsb | Saint Louis | MO | 01/2019 | 05/2022 |
| Saint Louis Pizza & Wings | Saint Louis | MO | 01/2018 | 03/2020 |
| Lindenwood University | Saint Charles | MO | 08/2018 | 01/2020 |
| Unemployed | Arnold | MO | 06/2018 | 07/2018 |
| Fox Senior Highschool | Arnold | MO | 08/2014 | 05/2018 |
| New York Life Insurance Company | Creve Coeur | MO | 12/2023 | 07/2024 |
| Nylife Securities Llc | Creve Coeur | MO | 01/2024 | 07/2024 |
| Black Knight Wealth Management, Llc | Frisco | TX | 07/2025 | Present |
| Black Knight Wealth Management, Llc | Frisco | TX | 07/2024 | 07/2025 |
| Opulence Tax Group | Saint Charles | MO | 02/2026 | Present |
Name of Business: Penn Mutual; investment related; 4000 W 114 St, Leawood, KS 66211; insurance; independent licensed insurance agent; July 2024; approx 5 hours/month spent total; approx 5 hours/month spent during trading hours; review and recommend insurance products Opulence Tax Group, non-investment related, 105 N Main St. Saint Charles, MO 63301 tax services, Principal, President, start: 02/23/2026, seasonally 20-100 hours per month, seasonally 15 hours during trading hours, duties: Provide tax advice, prepare and file tax returns, ensure compliance with all IRS regulations and guidelines
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-16 |
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