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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-28 |
| MO | RA | APPROVED | 2024-07-01 |
| NY | RA | APPROVED | 2024-07-01 |
Branch Locations
600 Old Country Road Suite 305, Garden City, NY 11530 • United States
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 |
|---|---|---|---|---|
| Zenith Marketing Group | Freehold | NJ | 04/2014 | 01/2017 |
| Voya Financial Advisors, Inc. | Bohemia | NY | 04/2015 | 12/2016 |
| Blueprint Wealth Alliance | Garden City | NY | 02/2017 | 02/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2020 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
FULLY VESTED ADVICE, INC; NON-INVESTMENT RELATED; 600 OLD COUNTRY RD, STE 305, GARDEN CITY, NY 11530; RESEARCH, SPEAKING, CONSULTING ACTIVITIES REGARDING FINANCIAL, TAX, AND ESTATE PLANNING MATTERS; ASSOCIATE; 10/01/2019; 21-40 HOURS PER MONTH DURING NON-BUSINESS HOURS; 21-40 HOURS A WEEK DURING SECURITIES TRADING HOURS; RESEARCH, WRITING, SPEAKING, CONTENT CREATING, AND CONSULTING TO DIRECTLY OR INDIRECTLY PROVIDE EDCUATION TO ADVISORS AND OTHER PROFESSIONALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-07 |
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