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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-07-08 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
101 Washington Street Suite 120, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesbanco Bank, Inc | Wheeling | WV | 01/2013 | 04/2024 |
| Wesbanco Securities, Inc. | Wheeling | WV | 01/2013 | 04/2024 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 04/2024 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-14 |
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