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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-02 |
Branch Locations
1601 Wewatta Street Suite 875, Denver, CO 80202 • 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 |
|---|---|---|---|---|
| Noble Energy | Denver | CO | 08/2015 | 08/2017 |
| Sm Energy | Denver | CO | 09/2017 | 07/2018 |
| Northwoods Energy | Denver | CO | 07/2018 | 02/2020 |
| Student | Denver | CO | 03/2020 | 12/2020 |
| Holistiplan, Llc | Denver | CO | 01/2021 | 06/2021 |
| Buckingham Strategic Wealth, Llc | Denver | CO | 08/2021 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | 01/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-12 |
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