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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-06 |
Branch Locations
5100 Town Center Circle Tower Ii, Suite 150, Boca Ra, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2016 | 07/2017 |
| Lincoln Financial Advisors Corporation | Columbus | OH | 07/2017 | 07/2019 |
| Advisors Asset Management, Inc | Boca Raton | FL | 08/2019 | 05/2020 |
| Core Wealth Management, Inc. | Jupiter | FL | 05/2020 | 07/2022 |
| The Colony Group, Llc | Boston | MA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-04 |
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