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100 South Brentwood Suite 350, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-18 |
Branch Locations
100 South Brentwood Suite 350, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Finance | St. Louis | MO | 09/2025 | Present |
| Massmutual Northwest | Seattle | WA | 01/2024 | 09/2025 |
| Chick-Fil-A | Covington | WA | 06/2023 | 01/2024 |
| Chick-Fil-A | Macon | GA | 11/2019 | 06/2023 |
| School | Gainesville | GA | 11/2015 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
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