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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
| WI | RA | APPROVED | 2026-02-13 |
| ID | RA | APPROVED | 2026-02-12 |
| MN | RA | APPROVED | 2026-02-12 |
| WA | RA | APPROVED | 2026-02-12 |
| NV | RA | APPROVED | 2026-02-11 |
Branch Locations
706 N Main St, Ofallon, MO 63366 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General Atomics | San Diego | CA | 10/2011 | 09/2023 |
| Guiding Wealth, Llc | Richardson | TX | 10/2023 | 01/2026 |
| Core Planning, Llc | Ofallon | MO | 02/2026 | Present |
Independent contractor, investment related, from Las Vegas, NV. Client Service Associate, 10/2023, 15-30 hours/month, during regular business hours (8am-5pm pt). Remote paraplanning and client support services for financial planning firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
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