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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
11973 Sweetwater Drive, Grand Ledge, MI 48837 • 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 |
|---|---|---|---|---|
| Ljpr, Llc | Troy | MI | 05/2016 | 12/2018 |
| Sequoia Financial Group | Akron | OH | 01/2019 | 12/2019 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 11/2021 | 07/2024 |
| Self-Employed | Richardson | TX | 01/2020 | 11/2021 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-04 |
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