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16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-01 |
Branch Locations
16401 Swingley Ridge Rd. Suite 450, Chesterfield, MO 63017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buckingham Wealth Partners | St. Louis | MO | 06/2015 | 03/2022 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 04/2022 | 04/2023 |
| Unemployed | Saint Louis | MO | 05/2023 | 08/2023 |
| Cornerstone Wealth Management Llc | Saint Peters | MO | 09/2023 | 12/2024 |
| Lpl Financial | Saint Peters | MO | 09/2023 | 12/2024 |
| Mbm Wealth Consultants, Llc | Chesterfield | MO | 04/2025 | Present |
| Unemployed | St. Louis | MO | 01/2025 | 03/2025 |
1) AK Financial Group, LLC; Not investment related; Chesterfield MO; Nature: Business entity for tax purposes only; Position: Member; Start Date: 09/2023; 0 hrs/mo; 0 hrs/mo during trading hours; Duties: No active duties. 2) Shenandoah Valley Elementary School Parent Teacher Organization; Not investment related; Chesterfield, MO; Voluntary Position - Treasurer; Start Date: 07/2025; 3 hrs/mo; 0 hrs/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
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