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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-01 |
Branch Locations
320 N Third Street Ste 501, Burlington, IA 52601 • 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 |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 08/2016 | 05/2019 |
| Pepsico | Chicago | IL | 07/2019 | 08/2020 |
| Avatar Securities, Llc | New York | NY | 08/2020 | 06/2021 |
| Polaris Wealth Advisory Group | Troy | MI | 06/2021 | 10/2021 |
| Unemployed | Detroit | MI | 10/2021 | 01/2022 |
| Rocket Mortgage | Detroit | MI | 01/2022 | 06/2022 |
| T3 Trading Group, Llc | New York | NY | 06/2022 | 10/2022 |
| Granthor Llc | Iowa City | IA | 08/2022 | 04/2023 |
| T3 Trading Group, Llc | New York | NY | 03/2023 | 05/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 05/2023 | 07/2024 |
| The Colony Group, Llc | Boston | MO | 07/2024 | 01/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-17 |
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