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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
| MO | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
| VA | RA | APPROVED | 2024-07-01 |
Branch Locations
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 |
|---|---|---|---|---|
| United Income, Inc. | Mclean | VA | 03/2021 | 04/2022 |
| Bny Mellon | Mclean | VA | 07/2018 | 03/2021 |
| Vlp Financial Advisors | Mclean | VA | 10/2017 | 06/2018 |
| Mason Recreation | Fairfax | VA | 05/2014 | 09/2017 |
| George Mason University | Fairfax | VA | 07/2012 | 05/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 04/2022 | 07/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-16 |
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