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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-02 |
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Coeur D'ALene, ID • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 11/2012 | 12/2016 |
| Loring Ward Securities | San Jose | CA | 12/2016 | 11/2018 |
| Foreside Financial Services, Llc | San Jose | CA | 10/2018 | 09/2020 |
| Buckingham Strategic Wealth | Clayton | MO | 12/2018 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-06 |
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