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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-17 |
Branch Locations
222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
LICENSED INSURANCE AGENT. ACTIVITY BEGAN IN 2024 AND REPRESENTS LESS THAN 5 HOURS PER MONTH, SOME OF WHICH MAY BE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-03 |
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