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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-03 |
Branch Locations
8182 Maryland Avenue Suite 500, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Buckingham Strategic Wealth | St. Louis | MO | 01/2017 | Present |
| Benefit Plans Plus | St. Louis | MO | 11/2014 | 12/2016 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
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