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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
420 W 98Th Street, Kansas City, MO 64114 • 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 |
|---|---|---|---|---|
| Dm Bruce Associates | Overland Park | KS | 06/2010 | 06/2017 |
| National Planning Corporation | Overland | KS | 05/2011 | 06/2017 |
| Keel Point Capital, Llc | Huntsville | AL | 06/2017 | 06/2023 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 07/2023 | 07/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-24 |
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