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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-12-26 |
| MA | RA | APPROVED | 2013-12-02 |
Branch Locations
5150 Tamiami Trail North Suite 601, Naples, FL 34103 • 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 |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 09/2013 | Present |
CFA SOCIETY OF NAPLES, FL - NON-PROFIT ORGANIZATION. MEMBER OF BOARD OF DIRECTORS. INVOLVEMENT: PLAN EVENTS FOR THE SOCIETY, DISCUSS SOCIETY'S FINANCES, AND OTHER VOLUNTEER WORK. 2 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
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