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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-08-16 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 600, Clayton, MO 63105 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-27 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2013 | 08/2018 |
| First Element Insurance Planners | St Louis | MO | 08/2018 | 01/2023 |
| The Leaders Group, Inc. | Littleton | CO | 03/2019 | 01/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 01/2023 | 07/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2024 | 08/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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