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Patricia Maureen Conway

Conway Financial Group, LLC

Chesterfield, MO

CRD 1989122

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Employer firm

Conway Financial Group, LLC CRD 117608

$178M regulatory AUM 27 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Conway Financial Group, Llc

390 South Woods Mill Road Suite 175, Chesterfield, MO 63017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-22
MO RA APPROVED 2005-11-30
  • TX RA
    APPROVED_RES
    Since 2020-04-22
  • MO RA
    APPROVED
    Since 2005-11-30

Branch Locations

390 South Woods Mill Road Suite 175, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Conway Financial Group, Llc Town And Country MO 10/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-19
  • S65 Uniform Investment Adviser Law Examination
    2000-12-19
Designations
  • Certified Financial Planner
Other Names
  • Patricia Maureen Diamant

View on SEC IAPD

Nearby Firms

CARROLL WEALTH MANAGEMENT INC.
PRINCIPAL SECURITIES, INC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD

Nearby Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

More in Chesterfield, MO

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