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680 Craig Road Suite 201, St. Louis, MO 63141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED_RES | 2012-03-09 |
| MO | RA | APPROVED | 2010-05-13 |
Branch Locations
680 Craig Road Suite 201, St. Louis, MO 63141 • 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 |
|---|---|---|---|---|
| Triad Advisors | St. Louis | MO | 02/2010 | 06/2023 |
| Roman, Butler, Fullerton & Co | St. Louis | MO | 02/2010 | Present |
| Private Client Services | St Louis | MO | 06/2023 | 11/2024 |
1) Roman, Butler, Fullerton, Inc. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. RIA. 160 hrs/mo; 160 during trading hrs. 2) TheRetirementInsiders podcast. 680 Craig Road, Suite 201, Creve Coeur, MO 63141. A non-financial podcast that demonstrates and teaches how individuals in retirement can live with vibrancy, fulfillment and purpose. Podcast owner, host and distributor. 3 hrs/mo; 3 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-21 |
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