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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-10-02 |
Branch Locations
202 N. Main Street, Monroe City, MO 63456 • United States
2022 N. Baltimore, Kirksville, MO 63501 • United States
1513 North Missouri Street, Macon, MO 63552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ma Bank | Macon | MO | 06/2024 | Present |
| Macon R-1 High School | Macon | MO | 06/2023 | 06/2024 |
| Hannibal Lagrange University | Hannibal | MO | 05/2022 | 06/2023 |
| Hannibal Lagrange University | Hannibal | MO | 05/2021 | 05/2022 |
| Hannibal Lagrange University | Hannibal | MO | 10/2019 | 05/2021 |
| Ymca Of Hannibal | Hannibal | MO | 05/2019 | 10/2019 |
| Moberly Aquatic Center | Moberly | MO | 05/2017 | 05/2019 |
| O'LAughlin Inc. | Macon | MO | 05/2015 | 05/2017 |
| Osaic Institutions, Inc. | Meriden | CT | 06/2024 | Present |
1.) Macon R-1 High School Not Investment Related 702 N. Missouri St. Macon, MO 63552 Education Football Coach 06/2023 15 Hours 0 Hours I am the offensive line coach for the Macon High School Varsity Football team. 2.) Macon Coty Housing Authority. Volunteer Board Member. Yes, investment related. Started March 2026. Approx 3 hours per month during trading hours. No compensation. Make sure Executive Director is managing the organization properly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
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