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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-01 |
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
8182 Maryland Avenue Suite 500, St. Louis, MO 63105 • 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 |
|---|---|---|---|---|
| Buckingham Strategic Wealth, Llc | Clayton | MO | 08/2022 | Present |
| Cibc Private Wealth Management | Saint Louis | MO | 09/2019 | 10/2021 |
| United States Transportation Command | Scott Air Force Base | IL | 10/2021 | 08/2022 |
| Lowengaput Global Advisors | Saint Louis | MO | 06/2017 | 09/2019 |
| Regions Bank | Belleville | IL | 06/2016 | 07/2017 |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
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