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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-16 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
8580 Scarbourough Drive Suite 145, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clatyon | MO | 02/2023 | Present |
| Petra Financial Advisors | Colorado Springs | CO | 08/2020 | 02/2023 |
| Virginia Tech | Blacksburg | VA | 08/2016 | 05/2020 |
| Mills Godwin | Richmond | VA | 08/2012 | 06/2016 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
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