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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-07-01 |
Branch Locations
8182 Maryland Avenue Suite 500, Clayton, MO 63105 • 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 |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 11/2017 | 03/2019 |
| Major League Baseball Advanced Media | New York | NY | 04/2017 | 10/2017 |
| College Hunks Llc | St. Louis | MO | 01/2017 | 06/2017 |
| Southern Illininois University Carbondale | Carbondale | IL | 08/2015 | 12/2016 |
| Cliftonlarsonallen Wealth Advisors, Llc | St. Louis | MO | 03/2019 | 07/2021 |
| Thrivent Investment Management Inc | St Louis | MO | 07/2021 | 09/2022 |
| Thrivent Financial | Appleton | WI | 07/2021 | 09/2021 |
| Thrivent Financial | Appleton | WI | 09/2021 | 09/2022 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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