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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, Saint Louis, MO 63105 • 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 |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2009 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | Present |
the name of the other business; Lion's Pride Estates LLC whether the business is investment-related; Yes the address of the other business; 2350 Maybrook Ln, Saint Louis, MO 63122 the nature of the other business; Short-Term Rental Propety your position; Partner title, or relationship with the other business; Partner the start date of your relationship; 08/01/2022 the approximate number of hours/month you devote to the other business; 2 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Maintaining the AirBnB + corresponding with renters
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-22 |
| S66 | Uniform Combined State Law Examination | 2007-06-27 |
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