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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
7315 Wisconsin Avenue Suite 800W, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ark Financial Services, Llc | Bethesda | MD | 11/2001 | 01/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2018 | Present |
| The Colony Group, Llc | Boston, | MA | 07/2024 | Present |
RAFFA WEALTH MANAGEMENT; INVESTMENT-RELATED; 2020 K ST NW #270, WASHINGTON, DC 20006; INVESTMENT STRATEGY; INVESTMENT COMMITTEE MEMBERS; 07/01/2022; 0 HOURS DURING NON-BUSINESS HOURS; 0 HOURS DURING SECURITIES TRADING HOURS; MEETING ONCE A YEAR TO REVIEW POSSIBLE INVESTMENT STRATEGIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-07 |
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