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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 |
Branch Locations
420 W 98Th Street, Kansas City, MO 64114 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Chesterfield | MO | 11/2015 | 04/2019 |
| Mml Investors Services, Llc | Chesterfield | MO | 12/2015 | 04/2019 |
| Atalante Advisors | Fenton | MO | 07/2015 | 04/2019 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 04/2019 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
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