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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-10-11 |
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 |
|---|---|---|---|---|
| Gurtin Fixed Income Management, Llc | Chicago | IL | 02/2014 | 10/2019 |
| Buckingham Strategic Partners | Clayton | MO | 10/2019 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
ADJUNCT PROFESSOR AND FACULTY FELLOW, FINANCE DEPARTMENT, UNIVERSITY OF TEXAS - AUSTIN; NOT INVESTMENT RELATED; 110 INNER CAMPUS DRIVE, AUSTIN, TX 78705; START DATE FALL 2022 SEMESTER; BETWEEN ONE AND FIVE HOURS DURING BUSINESS HOURS AND 25 HOURS DURING NON BUSINESS HOURS; ADJUNCT PROFESSOR TEACHING A CLASS ON PUBLIC FINANCE. CITY OF CLAYTON, MISSOURI; NON-INVESTMENT RELATED; CLAYTON, MISSOURI; ALDERMAN; MAY 2024; 10 HOURS PER MONTH; 2 TO 5 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-15 |
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