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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-07-08 |
| MO | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
420 West 98Th Street Suite 1, Kansas City, MO 64114 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planned Approach, Inc. (166638) | Kansas City | MO | 04/2013 | 06/2020 |
| The Planned Approach, Inc.(309276) | Kansas City | MO | 06/2020 | 11/2021 |
| The Planned Approach, Inc. | Kansas City | MO | 10/2002 | 11/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 11/2021 | Present |
| Bam Management, Llc | Clayton | MO | 11/2022 | 06/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
MEMBER OF KELANIE, LLC REAL ESTATE CO., STILLWELL MANAGEMENT LLC, SILENT PARTNER, LEAWOOD,KS,REAL ESTATE NOT CURRENTLY RECEIVING INCOME - WOULD BE RENTAL INCOME; 10/20/2021: STELLYS INC.- NON INESTMENT RELATED- TITLE: MEMBER; ADDRESS 420 W 98TH STREET KANSAS CITY, MO 64114 1% OF TIME SPENT DURING THE MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-03 |
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