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190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-04-01 |
Branch Locations
100 South Brentwood Blvd, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Affton Athletic Association | Saint Louis | MO | 03/2016 | 05/2018 |
| Xpress Car Wash And Detail | Imperial | MO | 08/2017 | 05/2018 |
| Missouri State University | Springfield | MO | 08/2018 | 05/2023 |
| Buckingham Strategic Partners, Llc/The Colony Group, Llc | Clayton | MO | 06/2023 | 07/2024 |
| The Colony Group,Llc | Boston | MA | 07/2024 | 07/2025 |
| Seckman High School | Imperial | MO | 07/2014 | 05/2018 |
| The Colony Group, Llc | Boston | MA | 07/2025 | 03/2026 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
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