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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-07-01 |
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
420 West 98Th Street Suite 1, Kansas City, MO 64114 • 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 |
|---|---|---|---|---|
| The Planned Approach, Inc.(166638) | Kansas City | MO | 04/2013 | 06/2020 |
| The Planned Approach, Inc.(309276) | Kansas City | MO | 06/2020 | 11/2021 |
| The Planned Approach, Inc. | Kansas City | MO | 10/2002 | 11/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 11/2021 | Present |
| Bam Management, Llc | Clayton | MO | 11/2022 | 06/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
Member IN REAL ESTATE HOLDING COMPANY, KELANIE, LLC; 10/20/2021: STELLYS INC.- NON INESTMENT RELATED- TITLE: MEMBER; ADDRESS 420 W 98TH STREET KANSAS CITY, MO 64114 1% OF TIME SPENT DURING THE MONTH OUTSIDE OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-24 |
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