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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-07-02 |
Branch Locations
600 E. 96Th St Suite 130, Indianapolis, IN 46240 • 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 |
|---|---|---|---|---|
| Key Investment Services, Llc | Indianapolis | IN | 10/2017 | 03/2019 |
| Keybank | Anderson | IN | 06/2015 | 07/2017 |
| Keybank | Noblesville | IN | 07/2017 | 03/2019 |
| Keybank | Noblesville | IN | 03/2019 | 07/2019 |
| Key Investment Services | Indianapolis | OH | 03/2019 | 07/2019 |
| Financial Enhancement Group Llc | Anderson | IN | 09/2019 | 01/2022 |
| World Equity Group | Arlington Heights | IL | 10/2019 | 01/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 01/2022 | 07/2024 |
| Focus Partners Wealth, Llc | Clayton | MO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-24 |
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