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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
1055 E South Blvd Suite 230, Rochester Hills, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeplan Financial Advisory Group, Llc. | Rochester Hills | MI | 12/2004 | 12/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 12/2023 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-04 |
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