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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-01 |
Branch Locations
600 E. 96Th Street Suite 130, Indianapolis, IN 46240 • 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 Asset Management, Llc | Clayton | MO | 06/2016 | 01/2022 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 01/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 01/2025 | 07/2025 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2025 | Present |
| Buckingham Asset Management | Clayton | MO | 01/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-13 |
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