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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-02 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
1600 South Main Street Suite 220, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Partners | San Jose | CA | 12/2013 | 08/2021 |
| Foreside Financial Services, Llc | Sacramento | CA | 10/2018 | 08/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 08/2021 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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