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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-04 |
Branch Locations
1 Mid Rivers Mall Drive Suite 358, St. Peters, MO 63376 • United States
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Missouri's Office For Financial Success | Columbia | MO | 05/2023 | 05/2024 |
| The University Of Missouri's Office For Financial Success | Columbia | MO | 05/2024 | 07/2025 |
| University Of Missouri's Personal Financial Planning Department | Columbia | MO | 05/2024 | 08/2025 |
| University Of Missouri's Personal Financial Planning Department | Columbia | MO | 08/2023 | 05/2024 |
| All Saints Catholic Parish | St. Peters | MO | 05/2021 | 08/2022 |
| Renaissance Financial | St. Louis | MO | 05/2023 | 08/2023 |
| Christian Brothers College High School | Chesterfield | MO | 08/2018 | 05/2022 |
| All Saints Catholic Parish | St. Peters | MO | 08/2017 | 08/2018 |
| All Saints Catholic Parish | St. Peters | MO | 08/2016 | 08/2017 |
| Renaissance Financial | St. Louis | MO | 06/2025 | 11/2025 |
| University Of Missouri - Columbia | Columbia | MO | 08/2022 | 05/2024 |
| University Of Missouri - Columbia | Columbia | MO | 06/2024 | 07/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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