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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-01 |
Branch Locations
500 Lake Cook Road Suite 350, Deerfield, IL 60015 • 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 |
|---|---|---|---|---|
| Buckingham Asset Management, Llc. | Clayton | MO | 01/2018 | Present |
| Stevens Wealth Management | Deerfield | IL | 09/2015 | 12/2017 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
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