Fiscal Year

2021

Case Number

A-20168-65948

Case Status

Certified-Expired

Received Date

2020-07-19

Decision Date

2021-03-10

Refile

N

Original File Date

2021-01-01 09:05:44

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Gatewood Wealth Solutions

Employer Name Slug

gatewood-wealth-solutions

Employer Address 1

1401 S Brentwood Blvd

Employer Address 2

Suite 400

Employer City

St Louis

Employer City Slug

st-louis

Employer State

MISSOURI

Employer State Slug

missouri

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

63144

Employer Phone

3149245103

Employer Number of Employees

13

Employer Year Commenced Business

2019

NAICS Code

524210

FW Ownership Interest

N

Employer Contact Name

Brian Morris

Employer Contact Address 1

1401 S Brentwood Blvd

Employer Contact Address 2

Suite 400

Employer Contact City

St Louis

Employer Contact State/Province

MISSOURI

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

63144

Employer Contact Phone

3149245103

Employer Contact Email

brian.morris@gatewoodwealth.com

Agent Attorney Name

Melissa G Nolan

Agent Attorney Firm Name

Paule, Camazine Blumenthal, P.C.

Agent Attorney Phone

3147272266

Agent Attorney Address 1

165 N. Meramec Ave

Agent Attorney Address 2

Suite 110

Agent Attorney City

St Louis

Agent Attorney State/Province

MISSOURI

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

631053772

Agent Attorney Email

mnolan@pcblawfirm.com

PW Track Number

P10020024272814

PW SOC Code

13-2051

PW SOC Title

Financial Analyst

PW Skill Level

Level IV

PW Wage

108410.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2020-04-20

PW Expiration Date

2020-07-19

Wage Offer From

108410.00

Wage Offer To

0.00

Average Salary

108410.00

Wage Unit of Pay

Year

Worksite Address 1

1401 S Brentwood Blvd.

Worksite Address 2

Suite 400

Worksite City

St. Louis

Worksite City Slug

st-louis

Worksite State

MISSOURI

Worksite Postal Code

63144

Job Title

Portfolio Manager Support

Job Title Slug

portfolio-manager-support

Minimum Education

Bachelor's

Major Field of Study

Finance, Economics, or closely related

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

N

Accept Alternative Occupation

N

Accept Alternative Occupation Months

Accept Alternative Job Title

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Must possess 13 years of employment experience performing investment research and portfolio management; 2 Employment experience with each of the following computer and software tools Microsoft Excel, Investors FastTrack, Morningstar Direct, and trade order management systems; and 3 the following certificationslicenses Series 7 license, Series 63 license, MO Life and Health licenses, Morningstar Direct certification, and must have passed all three levels of the CFA exam.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2020-04-17

SWA Job Order End Date

2020-05-17

Sunday Edition Newspaper

Y

First Newspaper Name

St. Louis Post Dispatch

First Advertisement Start Date

2020-02-16

Second Newspaper Ad Name

St. Louis Post Dispatch

Second Advertisement Type

Newspaper

Second Ad Start Date

2020-02-23

Employer Website From Date

2020-02-13

Employer Website To Date

2020-02-29

Professional Organization Ad From Date

2021-01-01 09:05:44

Professional Organization Advertisement To Date

2021-01-01 09:05:44

Job Search Website From Date

2020-02-16

Job Search Website To Date

2020-02-23

Employee Referral Program From Date

2021-01-01 09:05:44

Employee Referral Program To Date

2021-01-01 09:05:44

Local Ethnic Paper From Date

2020-02-19

Local Ethnic Paper To Date

2020-02-19

Radio/TV Ad From Date

2021-01-01 09:05:44

Radio/TV Ad To Date

2021-01-01 09:05:44

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Bachelor's

Foreign Worker Information: Major

ECONOMICS AND FINANCE

Foreign Worker Years of Education Completed

2016

Foreign Worker Institution of Education

WASHINGTON UNIVERSITY IN ST. LOUIS

Foreign Worker Education Institution Address 1

ONE BROOKINGS DRIVE

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

ST. LOUIS

Foreign Worker Education Institution State/Province

MO

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

63130

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Melissa G Nolan

Preparer Title

Attorney

Preparer Email

mnolan@pcblawfirm.com

Employer Information Declaration Name

Brian Morris

Employer Information Declaration Title

Director of Human Resources, Controller