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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
1210 Broadcasting Road Suite 101, Wyomissing, PA 19610 • 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 |
|---|---|---|---|---|
| J.P. Morgan Retirement Plan Services Llc | New York | NY | 05/2014 | 02/2023 |
| J.P. Morgan Institutional Investments Inc. | New York | NY | 05/2014 | 02/2023 |
| Gwfs Equities, Inc. | Overland Park | KS | 09/2014 | 02/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2023 | 06/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-08 |
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