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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| MO | RA | APPROVED | 2025-01-15 |
Branch Locations
1200 West Pearce Blvd, Wentzville, MO 64119 • United States
200 Mid Rivers Mall Cir, Saint Peters, MO 63376 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ozark National Life | Kansas City | MO | 09/2023 | 08/2024 |
| Nis Financial Services, Inc. | Kansas City | MO | 08/2023 | 08/2024 |
| Ocd Detailers | Osage Beach | MO | 05/2023 | 08/2023 |
| Nostalgia Vintage Market And Apparel | Sedalia | MO | 08/2022 | 05/2023 |
| Menards | Sedalia | MO | 06/2022 | 11/2022 |
| Planet Fitness | St Peters | MO | 04/2021 | 05/2022 |
| Waves And Wheels | Osage Beach | MO | 04/2017 | 04/2021 |
| School Of The Osage | Osage Beach | MO | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Peters | MO | 09/2024 | Present |
| Saint Charles Community College | Cottleville | MO | 08/2021 | 05/2022 |
| State Fair Community College | Sedalia | MO | 08/2022 | 12/2023 |
| Kohl&Apos;S Department Stores, Inc | Osage Beach | MO | 09/2023 | 09/2023 |
| Eddie Bauer | Osage Beach | MO | 08/2018 | 04/2020 |
| Old Navy | Osage Beach | MO | 09/2023 | 11/2023 |
| Marshalls | Osage Beach | MO | 11/2023 | 01/2024 |
| Dog Days Llc | Osage Beach | MO | 05/2021 | 08/2024 |
| Bank Of America, N.A. | Saint Peters | MO | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-02 |
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