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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| NE | RA | APPROVED | 2024-07-02 |
| CO | RA | APPROVED | 2024-07-01 |
Branch Locations
14301 Fnb Pkwy Suite #100, Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| Strasbaugh Financial Advisory, Inc. | Colorado Springs | CO | 11/2013 | 03/2018 |
| Buckingham Asset Management, Llc. | Clayton | MO | 04/2018 | 06/2019 |
| Buckingham Strategic Wealth | Colorado Springs | CO | 04/2018 | 06/2019 |
| Ellerbrock-Norris Wealth Strategies Llc | Omaha | NE | 06/2019 | 02/2021 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2021 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-11 |
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