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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-28 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 10/2010 | 10/2017 |
| Renaissance Financial | St Louis | MO | 10/2010 | 10/2017 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 10/2017 | 06/2024 |
| Buckingham Strategic Partners, Llc | Clayton | MO | 10/2017 | 07/2026 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 07/2026 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-10 |
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