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2155 East Sunshine St Suite 204, Springfield, MO 65804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| KS | RA | APPROVED | 2022-03-31 |
| MO | RA | APPROVED | 2022-03-11 |
Branch Locations
2155 East Sunshine St Suite 204, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers & Investors Co, Inc. | Kansas City | KS | 01/2008 | 10/2016 |
| Bks Investment Services, Inc. | Springfield | MO | 08/2015 | 11/2016 |
| Farmers Financial Solutions Llc | Camdenton | MO | 10/2016 | 10/2017 |
| Infinex Investments, Inc. | Meriden | CT | 01/2018 | 04/2018 |
| Infinex Investments, Inc. | Meriden | CT | 03/2020 | 12/2021 |
| Bks Investment Services, Inc. | Sunrise Beach | MO | 07/2018 | 12/2020 |
| Fiduciary Trust Private Wealth Counsel Llc | The Villages | FL | 02/2022 | Present |
| Fiduciary Trust Assurance Group Llc | The Villages | FL | 01/2022 | Present |
| Virtue Financial Advisors, L.L.C. | Kansas City | MO | 07/2015 | Present |
1) Virtue Financial Advisors, L.L.C. Kansas City, KS. Investment related. Co-owner of insurance agency. Started 7/2015. Insurance sales. Approx 15 hours per month 2) Fiduciary Trust Assurance Group LLC. The Villages, FL. Investment related. Owner/Insurance Agent. Started 1/2022. Insurance sales. Approx 30 hours per month 3) Proav Aviation. Ocala, FL. Not investment related. Pilot. Started 1/2022. Approx 15 hours per month 3) Real Estate Agent; Location of the business: 5850 Julian Loop The Villages FL 32163 USA; Start date with business: 2023-06-07; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-29 |
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