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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-07-26 |
| IL | RA | APPROVED | 2024-07-02 |
Branch Locations
3535 Piedmont Road Ne Building 14-500, Atlanta, GA 30305 • United States
1370 Center Drive Suite 202, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring/Sun Trust Private Wealth | Atlanta | GA | 06/2016 | 07/2019 |
| Nova Wealth Management Group | Atlanta | GA | 07/2019 | 02/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2020 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
Sit, Wag, & Wed - Owner. 2650 W Belden Ave, #103, Chicago, IL 60647. Wedding Industry - Bring dogs to weddings for pictures, ceremony, etc. Start date 02/01/2023. Not investment related. 20 hours per month, 1 hour during securities trading hours. Meet with couples & their dogs, bring dogs to weddings, provide contract & invoice of services, file for business registration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
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