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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-07 |
Branch Locations
16020 Swingley Ridge Road Suite 100, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Missouri State University | Springfield | MO | 08/2019 | 05/2024 |
| Financial Legacy Associates | Chesterfield | MO | 05/2022 | 08/2022 |
| Financial Legacy Associates | Chesterfield | MO | 05/2023 | 08/2023 |
| Triad Financial Group | Chesterfield | MO | 07/2024 | Present |
| Financial Legacy Associates | Chesterfield | MO | 05/2024 | 07/2024 |
| Liberty High School | Lake Saint Louis | MO | 08/2015 | 05/2019 |
| Commonwealth Financial Network | San Diego | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
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