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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
8182 Maryland Avenue Suite 500, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Stifel | Clayton | MO | 05/2019 | 03/2023 |
| Moneta Group | Clayton | MO | 07/2018 | 05/2019 |
| Metlife/Massmutual | Chesterfield | MO | 02/2014 | 07/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 03/2023 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
1. Notary; 8000 Maryland Ave, Clayton, MO 63105; Notarize Documents; 04/30/2020; 0 Hours per Day; During Securities Trading Hours; Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
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