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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2024-07-01 |
Branch Locations
1020 Highland Colony Parkway Suite 803, Ridgeland, MS 39157 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Ridgeland | MS | 05/2016 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 07/2017 |
| Stifel Nicolaus & Co Inc | Jackson | MS | 07/2017 | 03/2019 |
| Infinex Investments, Inc. | Meriden | CT | 04/2019 | 05/2022 |
| Bancorpsouth | Jackson | MS | 04/2019 | 05/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 05/2022 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-26 |
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