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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gospel Missionary Union | Kansas City | MO | 10/2016 | 10/2023 |
| Hallmark Cards | Kansas City | MO | 01/2007 | 10/2016 |
| Green Wealth Management, Llc | Liberty | MO | 11/2023 | 02/2024 |
| Cetera Advisors Llc | St Cloud | MN | 02/2024 | Present |
| Spencer Financial Services | Liberty | MO | 11/2023 | Present |
| Cetera Advisors | St Cloud | MN | 11/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Mont Wealth | Liberty | MO | 06/2024 | Present |
1) NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: FRONTIER MISSION FELLOWSHIP (DBA - PERSPECTIVES ON THE WORLD CHRISTIAN MOVEMENT, INVESTMENT RELATED: NO, ADDRESS: 8708 NE 101ST STREET, KANSAS CITY, MO 64157, NATURE OF BUSINESS: RELIGIOUS, START DATE: 01/2017, POSITION/TITLE/RELATIONSHIP: LESSON INSTRUCTOR, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: INSTRUCT LOCAL CLASSES ON ONE OF THE 15 LESSONS OF THE PERSPECTIVES CURRICULUM; 3) NAME OF OTHER BUSINESS: MONT WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: MONT WEALTH, INVESTMENT RELATED: YES, ADDRESS: 1755 TELSTAR DR, STE 300 COLORADO SPRINGS, CO 80920, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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