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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 | Feb 15, 2022 | n/a | yes | SAINT LOUIS, MO | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Aug 1, 2017 | Nov 2, 2023 | no | Kirkwood, MO|St Louis, MO|CHICAGO, IL|St. Louis, MO | Previous registration |
| LARSON FINANCIAL GROUP, LLC | Bd affiliated wealth | Mar 11, 2011 | Aug 2, 2017 | no | SAINT LOUIS, MO|SAINT LOUIS, MO|COLUMBIA, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | 25 FINANCIAL | Nov 2, 2023 | Feb 15, 2022 | -625 | Firm change after gap | Other |
| LARSON FINANCIAL GROUP, LLC | ARETE WEALTH ADVISORS, LLC | Aug 2, 2017 | Aug 1, 2017 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145488:317916:MO:2023-10-27 | Nov 2, 2023 | Feb 15, 2022 | ST LOUIS, MO | Firm change after gap |
| 140599:145488:MO:2017-08-02 | Aug 2, 2017 | Aug 1, 2017 | COLUMBIA, MO | Firm change |