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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-19 |
| NV | RA | APPROVED | 2024-08-29 |
| NE | RA | APPROVED | 2024-07-02 |
| TX | RA | APPROVED | 2024-07-02 |
Branch Locations
6940 "O' Street Suite 300, Lincoln, NE 68510 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Lincoln | NE | 11/2004 | 03/2017 |
| Executive Wealth Management | Lincoln | NE | 11/2004 | 03/2017 |
| University Of Nebraska | Lincoln | NE | 08/2009 | 04/2019 |
| Buckingham Strategic Wealth, Llc | St. Louis | MO | 04/2017 | Present |
| The Colony Group, Llc | Boston | MA | 07/2024 | Present |
(1)10/16/2012: Jeff Johnson Productions- Author- Investment Related- 1% Time Spent- Publishing multiple books. (2)01/01/2020: Lincoln Clean Homes, LLC, franchise of "The Maids" - Non-Investment Related - Title: Owner; Address: 9745 Balkan Avenue, Lincoln, NE 68516 ; 1% of Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-09 |
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