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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
8044 Montgomery Road Suite 163, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Partners | Cincinnati | OH | 04/2016 | 01/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2023 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
DINO CAPITAL,LLC, NOT INVESTMENT RELATED, SOLE MEMBER, HANDLING BUSINESS EXPENSE PAYMENTS, START 02/01/2023. POWER OF 5 INVESTING®, 8050 HOSBROOK ROAD, SUITE 200, CINCINNATI, OH 45236, MEDIA INVESTMENT RELATED. AUTHOR/OWNER. START DATE 08/26/20. HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-12 |
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