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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-02 |
Branch Locations
3015 112Th Avenue Ne Suite 210, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Dental Wealth Advisors, Llc | Bellevue | WA | 01/2015 | 09/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2022 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-17 |
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