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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
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
3015 112Th Avenue #210, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dental Wealth Advisors, Llc | Bellevue | WA | 05/2003 | 09/2022 |
| Dental Accounting Group, Llc | Bellevue | WA | 10/1990 | Present |
| Martin Boyle Pllc | Kirkland | WA | 10/1990 | 05/2022 |
| Dg Transitions | Bellevue | WA | 05/2014 | Present |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2022 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
DG TRANSITIONS KIRKLAND, WA 98033 PURCHASE AND SALES CONSULTING BUSINESS NON-INVESTMENT RELATED MAY 2014 TO PRESENT POSITION HELD: TRANSITIONS ADVISOR DEVOTES APPROXIMATELY 20 HOURS PER MONTH TO HIS DUTIES DG ACCOUNTING PROFESSIONALS, LLC KIRKLAND, WA 98033 ACCOUNTING FIRM NON-INVESTMENT RELATED CONTRACTOR FOR TAX WORK JANUARY 2022 TO PRESENT TIME DEVOTED VARIES WITH SEASONA FLUCTUATIONS- APPROXIMATELY 10 HOURS A MONTH.
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