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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
1601 Wewatta Street #875, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Win Wealth Management, Inc. | Denver | CO | 11/2010 | 06/2017 |
| University Of Denver Media Relations | Denver | CO | 01/2005 | 03/2020 |
| Buckingham Strategic Wealth , Llc | Clayton | MO | 07/2017 | 07/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-08 |
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