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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
4501 South 86Th Street, Lincoln, NE 68526 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lincoln | NE | 06/2014 | 03/2017 |
| Lpl Financial Llc | Lincoln | NE | 06/2014 | 03/2017 |
| Executive Wealth Management | Lincoln | NE | 10/2015 | 03/2017 |
| Buckingham Strategic Wealth, Llc | St. Louis | MO | 04/2017 | Present |
| The Colony Group | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-03 |
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