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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
500 Lake Cook Road Suite 205, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Solutions Advisory Group, Inc. | Chicago | IL | 08/2013 | 05/2018 |
| Buckingham Asset Management, Llc. | Clayton | MO | 05/2018 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-28 |
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