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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 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
400 Sw Longview Blvd Suite 220, Lee'S Summit, MO 64081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soltys & Clark, Cpa Llc | Lee Summit | MO | 01/2016 | 12/2019 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 07/2023 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Madison Wealth Advisors, Llc | Lee Summit | MO | 12/1998 | 06/2023 |
SCARBROUGH GROUP OF COMPANIES; NON-INVESTMENT RELATED; 7280 NW 87TH TERRACE, SUITE 300, KANSAS CITY, MO 64153; GLOBAL LOGISTICIS, BROKERADOMESTIC TRUCKING AND WAREHOUSING; BOARD MEMBER; FOUR HOURS PER MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS; MR. CLARK ATTENDBOARD MEETINGS AND OTHER BOARD ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-23 |
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