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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Webster Groves High School | Saint Louis | MO | 08/2014 | 05/2018 |
| Park University | Kansas City | MO | 08/2018 | 12/2021 |
| Bmo Harris Bank | Kansas City | MO | 01/2021 | 02/2022 |
| Twin Financial - Mass Mutual | Kansas City | MO | 05/2021 | 08/2021 |
| Stepp & Rothwell | Kansas City | MO | 02/2022 | 07/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 08/2022 | 07/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
the name of the other business; 3rd Decade whether the business is investment-related; Yes the address of the other business; None the nature of the other business; Provides financial coaching for young people your position; Financial Coach title, or relationship with the other business; Financial Coach the start date of your relationship; 10/01/2022 the approximate number of hours/month you devote to the other business; less than 1. Very intermittent. the number of hours you devote to the other business during securities trading hours; Rare. and briefly describe your duties relating to the other business; Provide financial coaching to young people. the name of the other business; None whether the business is investment-related; Yes the address of the other business; None the nature of the other business; I provide people with financial advice if I know them them. If I cannot help, I send them to another advisor. your position; None title, or relationship with the other business; None the start date of your relationship; 01/01/2020 the approximate number of hours/month you devote to the other business; 3 the number of hours you devote to the other business during securities trading hours; Maybe 1, occasionally if someone needs to meet during business hours. But rare. and briefly describe your duties relating to the other business; I will work with folks pro bono who reach out to me and need help with finances or have questions. I have been doing this on a small scale for years. But, in the last year, it has become more common and I am having more formal meetings with folks that reach out. Never for a charge.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-08 |
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