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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-07-01 |
| WY | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
111 W 2Nd Street Suite 608, Casper, WY 82601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2015 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
PJ CATTLE COMPANY, LLC; NON-INVESTMENT RELATED; 5150 NATRONA ROAD, NATRONA, WY 82646; CATTLE RANCHING; PRESIDENT;33.3% OWNERSHIP; START DATE- 2007; 60 TO 80 HOURS A MONTH, NO HOURS DURING TRADING; CATTLE RANCHER. CITY OF CASPER WY; INVESTMENT RELATED; 200 N DAVID STREET CASPER, WY 82601; FINANCE COMMITTEE; COMITTEE MEMBER; START DATE - 9/1/21; 1-5 HOURS A MONTH DURING NON BUSINESS HOURS; 1-5 HOURS A MONTH DURING TRADING HOURS; ADVISE THE CITY OF CASPER FINANCE COMMITTEE ON CURRENT INVESTMNET POLICY AND PROPOSED REVISIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-18 |
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