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Kirkwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clayton | MO | 01/2015 | 12/2021 |
| Haven Wealth Planning, Llc | Kirkwood | MO | 10/2022 | Present |
| Haven Wealth Planning, Llc | Kirkwood | MO | 10/2023 | Present |
| Unemployed | Kirkwood | MO | 12/2021 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-14 |
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