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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
17190 Monterey Road Suite 202, Morgan Hill, CA 95037 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rnp Advisory Services Inc. | Morgan Hill | CA | 01/2006 | 06/2020 |
| Foothill Securities, Inc. | Morgan Hill | CA | 12/2008 | 12/2016 |
| Rnp Estate And Insurance, Inc. | Morgan Hill | CA | 01/2006 | 05/2020 |
| Rnp Advisory Services, Inc. | Morgan Hill | CA | 01/2008 | 06/2020 |
| Bellatore Financial Inc | San Jose | CA | 02/2008 | 05/2020 |
| Rnp Estate And Insurance, Inc. (Agent) | Morgan Hill | CA | 10/2000 | 05/2020 |
| Charter School Of Morgan Hill Foundation | Morgan Hill | CA | 01/2016 | 05/2020 |
| Securities America, Inc. | Morgan Hill | CA | 12/2016 | 05/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 06/2020 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-02 |
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