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29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-08-29 |
Branch Locations
2420 Hyde Park Road, #C, Jefferson City, MO 65109 • United States
St. Louis, MO • United States
29 E. Madison St. Suite 500, Chicago, IL 60602-3205 • 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 |
|---|---|---|---|---|
| Forrest T. Jones & Co., Inc Dba Ftj Retirement Advisors | Kansas City | MO | 04/2014 | 12/2020 |
| National Pension & Group Consultants, Inc. | Kansas City | MO | 04/2014 | 03/2020 |
| Planmember Securities Corporation | Carpinteria | CA | 03/2020 | 12/2020 |
| Fidelity Security Life Insurance | Kansas City | MO | 04/2014 | 12/2020 |
| Harvester Church Of Christ | St. Peters | MO | 07/2019 | Present |
| Ef Legacy Securities, Llc | Louisville | KY | 01/2021 | 08/2022 |
| Aria Retirement Solutions, Inc | Louisville | KY | 01/2021 | 08/2022 |
| Cambridge Investment Reserach, Inc. | Fairfield | IA | 08/2022 | Present |
| Retirement Plan Advisors, Llc | Chicago | IL | 08/2022 | Present |
1) HARVESTER CHURCH OF CHRIST, 106 WILLIS DR., ST PETERS MO 63376, 08/2022, Preach & Teach on Sundays, 1099 Contractor, NIR, 25 HR/MO - 0 HR/MO Trading. 2) INDEPENDENT INSUANCE AGENT, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, United States, 12/30/2022, Agent, Employee (receive a W-2), NIR, 0 HR/MO - 0 HR/MO TRADING 3) RETIREMENT PLAN ADVISORS, 2420 Hyde Park Road, #C, Jefferson City, MO 65109, 12/2022, Investment Advisor Representative, Employee, NIR, 0 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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