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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
8182 Maryland Avenue Suite 500, St. Louis, MO 63105 • 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 Strategic Wealth, Llc | Clayton | MO | 01/2024 | Present |
| Family Budget Expert | Saint Louis | MO | 12/2015 | 12/2023 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
FAMILY BUDGET EXPERT, NON-INVESTMENT RELATED, PROVIDING BUDGETING SERVICES TO LEGACY FAMILIES AND OWNERSHIP OF INTELLECTUAL PROPERTY; OWNER; 12/2015; LESS THAN 10 HOURS A MONTH DEVOTED TO THE OTHER BUSINESS; DE MINIS AMOUNT OF TIME SPENT ON THE BUSINESS DURING SECURITIES HOURS; PROVIDING BUDGETING SERVICES TO LEGACY FAMILIES AND ADMINISTRATIVE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-25 |
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