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Advisor at 25 FINANCIAL
SAINT LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| 25 FINANCIAL | Independent wealth | Aug 12, 2022 | n/a | yes | SAINT LOUIS, MO | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Aug 2, 2017 | Oct 27, 2023 | no | St Louis, MO|CHICAGO, IL|Kirkwood, MO|St. Louis, MO | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Oct 21, 2014 | Aug 2, 2017 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 25 FINANCIAL | Oct 27, 2023 | Aug 12, 2022 | -441 | Firm change after gap | Ibd to RIA |
| LARSON FINANCIAL GROUP, LLC | ARETE WEALTH ADVISORS, LLC | Aug 2, 2017 | Aug 2, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145488:317916:MO:2023-10-27 | Oct 27, 2023 | Aug 12, 2022 | ST LOUIS, MO | Firm change after gap |
| 140599:145488:MO:2017-08-02 | Aug 2, 2017 | Aug 2, 2017 | ST LOUIS, MO | Firm change |