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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-08 |
Branch Locations
8 Cadillac Drive Suite 160, Brentwood, TN 37027 • 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 |
|---|---|---|---|---|
| Trustcore Financial | Brentwood | TN | 01/2006 | 11/2018 |
| Horne Wealth Advisors, Llc | Jackson | MS | 12/2018 | 06/2019 |
| Buckingham Asset Management, Llc | Clayton | MO | 07/2019 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-03 |
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