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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-01 |
| KY | RA | APPROVED | 2024-07-01 |
Branch Locations
Shelbyville, KY • 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 |
|---|---|---|---|---|
| Anderson University | Anderson | IN | 08/2014 | 05/2018 |
| Unemployed | Columbus | IN | 05/2018 | 09/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 09/2018 | 06/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-15 |
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