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8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-03 |
Branch Locations
8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tristate Financial Advisors | Nashville | TN | 08/2023 | 01/2024 |
| Joey B's On The Hill | Saint Louis | MO | 05/2023 | 08/2023 |
| Walmart | Saint Louis | MO | 03/2022 | 11/2022 |
| Rozier's Grocery | Perryville | MO | 06/2019 | 09/2021 |
| Mary Jane's Burgers And Brew | Perryville | MO | 06/2021 | 11/2021 |
| Pharmacy Management And Consulting Services, Llc | Saint Mary | MO | 05/2019 | 08/2021 |
| American Legion Post 133 | Perryville | MO | 09/2017 | 05/2019 |
| Healthcare Healthwise Pharmacy | Perryville | MO | 10/2017 | 05/2019 |
| Phoenix Home Care Pharmacy | Potosi | MO | 05/2017 | 05/2019 |
| Student | Saint Louis | MO | 05/2020 | 05/2023 |
| Student | Perryville | MO | 08/2012 | 05/2020 |
| Austin Plaza Pharmacy | Potosi | MO | 01/2024 | 06/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2024 | 09/2025 |
| Northwestern Mutual Investment Services Llc | Saint Louis | MO | 08/2024 | 09/2025 |
| Matter Family Office | St Louis | MO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-07 |
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