Best Investors Account Sign in
Claim This Profile
Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-12-17
  • MO RA
    APPROVED
    Since 2024-12-17

Branch Locations

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

St. Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bam Advisor Services, Llc St. Louis MO 01/2014 12/2016
Buckingham Asset Management, Llc St. Louis MO 01/2017 03/2020
Rfg Advisory, Llc Dba The Worley Banks Group Creve Coeur MO 03/2020 03/2021
Buckingham Wealth Management Saint Louis MO 01/2013 02/2020
The Worley Banks Group Saint Louis MO 03/2020 04/2020
Facet Wealth Saint Louis MO 04/2021 01/2022
Brooklyn Fi, Llc Brooklyn NY 01/2022 09/2022
Facet Wealth, Inc Baltimore MD 10/2022 11/2023
Purposepath Capital, Llc Quincy IL 11/2023 11/2024
Parkwoods Wealth Partners, Llc Syracuse NY 11/2024 Present
  • 01/2014 → 12/2016
    Bam Advisor Services, Llc
    St. Louis, MO
  • 01/2017 → 03/2020
    Buckingham Asset Management, Llc
    St. Louis, MO
  • 03/2020 → 03/2021
    Rfg Advisory, Llc Dba The Worley Banks Group
    Creve Coeur, MO
  • 01/2013 → 02/2020
    Buckingham Wealth Management
    Saint Louis, MO
  • 03/2020 → 04/2020
    The Worley Banks Group
    Saint Louis, MO
  • 04/2021 → 01/2022
    Facet Wealth
    Saint Louis, MO
  • 01/2022 → 09/2022
    Brooklyn, NY
  • 10/2022 → 11/2023
    Facet Wealth, Inc
    Baltimore, MD
  • 11/2023 → 11/2024
    Quincy, IL
  • 11/2024 → Present
    Syracuse, NY
Previous Registrations
  • 2023-11-17 → 2024-11-15
    Quincy, IL
    St. Louis, MO
  • 2022-10-06 → 2023-11-09
    Denver, CO
    West Palm Beach, FL
    Saint Louis, MO
  • 2022-02-16 → 2022-09-12
    Denver, CO
    Brooklyn, NY
  • 2021-04-23 → 2022-03-21
    Saint Louis, MO
    West Palm Beach, FL
  • 2020-05-26 → 2021-04-15
    Creve Coeur, MO
  • 2020-03-06 → 2020-09-04
    Vestavia Hills, AL
    Creve Coeur, MO
  • 2017-07-03 → 2020-03-02
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Other Businesses

LICENSED INSURANCE AGENT. ACTIVITY BEGAN IN 2024 AND REPRESENTS LESS THAN 5 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-03
  • S65 Uniform Investment Adviser Law Examination
    2017-07-03
Designations

View on SEC IAPD

More in Clayton, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor