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CRD 337972
ST. LOUIS, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JEFFREY ALAN HEVEROH | n/a | ST. LOUIS, MO | 0 | 28 | 2 | no |
| TIMOTHY JAMES NENNINGER | n/a | ST. LOUIS, MO | 0 | 27 | 2 | no |
| JAMES RAOUL GURA | n/a | ST. LOUIS, MO | 0 | 14 | 3 | no |
| Samuel Schaedler Heveroh | Certified Financial Planner | ST. LOUIS, MO | 0 | 11 | 2 | no |
| MICHAEL KENT MYERS | n/a | ST. LOUIS, MO | 0 | 29 | 2 | no |
| MATTHEW WESLEY MYERS | n/a | ST. LOUIS, MO | 0 | 16 | 3 | no |
| Cole Walker Myers | n/a | ST. LOUIS, MO | 0 | 19 | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $2.4B | $605M | 10 | 7 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 7 | 0 | 7 | 0.0% | 0 | 0 | 0 | 7 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | n/a | n/a | n/a | n/a | 10 | n/a | 1 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 7 | Sep 30, 2025 | Oct 1, 2025 | ST LOUIS, MO | Team lift out | Ibd to new firm | 0.2% |