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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-17 |
| AZ | RA | APPROVED | 2024-07-29 |
| CA | RA | APPROVED | 2024-07-01 |
Branch Locations
Woodland Hills, UT • 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 |
|---|---|---|---|---|
| Thomas, Wirig, Doll & Company, Cpas, A Prof Corp | Walnut Creek | CA | 06/1981 | 06/2018 |
| Pensionone Advisors, Inc. | Walnut Creek | CA | 07/2004 | 12/2017 |
| Capital Performance Advisors Llp | Walnut Creek | CA | 07/2007 | 06/2018 |
| Twd Payroll, Inc. | Walnut Creek | CA | 07/2014 | 06/2018 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 07/2018 | 06/2024 |
| Jnjp Certified Public Accountants, Inc. | Walnut Creek | CA | 07/2018 | Present |
| Focus Partners Wealth, Llc | Saint Louis | MO | 07/2024 | Present |
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