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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
| MO | RA | APPROVED | 2026-04-09 |
Branch Locations
14805 North Outer Forty Road Suite 200, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | O Fallon | MO | 05/2020 | 09/2022 |
| University Of Missouri-St Louis | St. Louis | MO | 09/2019 | 05/2020 |
| Bank Of America Merrill Lynch | St. Louis | MO | 06/2019 | 08/2019 |
| Edward Jones | St. Louis | MO | 07/2018 | 05/2019 |
| Bass Pro Shops | St. Charles | MO | 01/2017 | 07/2018 |
| Wiegman Ford | Carlyle | IL | 05/2011 | 10/2017 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 09/2022 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 05/2025 |
| Morgan Stanley | Chesterfield | MO | 03/2026 | Present |
| Severin Investments, Llc | Saint Louis | MO | 06/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
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