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14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-23 |
Branch Locations
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindenwood University | St. Charles | MO | 08/2023 | 05/2024 |
| Enterprise Fleet Management | Olivette | MO | 05/2023 | 08/2023 |
| Midas Construction | Dardenne Prairie | MO | 06/2022 | 04/2023 |
| Wake Effects Surf Shop | Lake Ozark | MO | 05/2021 | 06/2022 |
| Lindenwood Unversity | St. Charles | MO | 08/2020 | 05/2021 |
| Tap & Grill | Laurie | MO | 05/2020 | 08/2020 |
| Full-Time Student | Versailles | MO | 08/2014 | 05/2020 |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 05/2024 | Present |
| Syntegra Private Wealth Group Llc | Chesterfield | MO | 10/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 06/2024 | 02/2026 |
| Private Client Services, Llc | St Charles | MO | 02/2026 | Present |
Name of business - Private Client Services, LLC, Investment related-Yes, Address - 2225 Lexington Rd., Louisville, KY 40206, Nature of Business: Investment, Position: Client Service Specialist, Start date with Business - 02/2026, Hours worked per month - 160, Hours worked during security trading hours per month - 60.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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