RIA Intelligence

THE WORLEY BANKS GROUP, LLC

CRD #306890 SEC #801-118683 CREVE COEUR, MO 314-530-2700
SEC Registered
Total AUM
$164.5M
Discretionary
$164.5M
Employees
3
Clients
0
Accounts
804

Firm Details

Organization Type
Limited Liability Company
State of Formation
Missouri
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOE Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
BANKS, TIMOTHY, JOSEPHIMANAGING MEMBER / CCOD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control
WORLEY, DAVID, HOLTIMANAGING MEMBERD Control

Registrations

Federal

IA
Feb 26, 2025 REGISTERED

Notice Filings (4)

FL IL MO TX

Address

6 CITYPLACE DRIVE
SUITE 460
CREVE COEUR, MO 63141
United States
Phone: 314-530-2700