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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-01 |
Branch Locations
111 Central Avenue, Asheville, NC 28801 • 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 |
|---|---|---|---|---|
| Davis Financial Planning | Asheville | NC | 02/2022 | 03/2023 |
| Indiana University | Bloomington | IN | 09/2021 | 02/2022 |
| Wrightsville Beach Fire Department | Wrightsville Beach | NC | 05/2020 | 09/2021 |
| Fedex | Zionsville | IN | 05/2019 | 08/2019 |
| Carmel High School | Carmel | IN | 05/2018 | 08/2018 |
| Woollett Aquatic Center | Irvine | CA | 05/2014 | 07/2017 |
| Not Applicable | Irvine | CA | 08/2004 | 05/2017 |
| University Of North Carolina Wilmington | Wilmington | NC | 09/2018 | 05/2019 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 05/2020 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2017 | 05/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 04/2023 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
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