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Advisor at PARKWOODS WEALTH PARTNERS, LLC
ST. LOUIS, MO | CLAYTON, MO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PARKWOODS WEALTH PARTNERS, LLC | Independent wealth | Dec 17, 2024 | n/a | yes | CLAYTON, MO|ST. LOUIS, MO | Current employment |
| PURPOSEPATH CAPITAL, LLC | State registered | Nov 17, 2023 | Nov 15, 2024 | no | St. Louis, MO|QUINCY, IL | Previous registration |
| Facet | Independent wealth | Oct 6, 2022 | Nov 9, 2023 | no | Denver, CO|WEST PALM BEACH, FL|Saint Louis, MO | Previous registration |
| BROOKLYN FI, LLC | Independent wealth | Feb 16, 2022 | Sep 12, 2022 | no | Denver, CO|BROOKLYN, NY | Previous registration |
| Facet | Independent wealth | Apr 23, 2021 | Mar 21, 2022 | no | SAINT LOUIS, MO|WEST PALM BEACH, FL | Previous registration |
| THE WORLEY BANKS GROUP, LLC | Independent wealth | May 26, 2020 | Apr 15, 2021 | no | CREVE COEUR, MO | Previous registration |
| RFG ADVISORY, LLC | Independent wealth | Mar 6, 2020 | Sep 4, 2020 | no | VESTAVIA HILLS, AL|CREVE COEUR, MO | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Jul 3, 2017 | Mar 2, 2020 | no | ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PURPOSEPATH CAPITAL, LLC | PARKWOODS WEALTH PARTNERS, LLC | Nov 15, 2024 | Dec 17, 2024 | 32 | Firm change | Other |
| Facet | PURPOSEPATH CAPITAL, LLC | Nov 9, 2023 | Nov 17, 2023 | 8 | Firm change | RIA to state RIA |
| BROOKLYN FI, LLC | Facet | Sep 12, 2022 | Oct 6, 2022 | 24 | Firm change | RIA to RIA |
| Facet | BROOKLYN FI, LLC | Mar 21, 2022 | Feb 16, 2022 | -33 | Firm change after gap | RIA to RIA |
| THE WORLEY BANKS GROUP, LLC | Facet | Apr 15, 2021 | Apr 23, 2021 | 8 | Firm change | RIA to RIA |
| RFG ADVISORY, LLC | THE WORLEY BANKS GROUP, LLC | Sep 4, 2020 | May 26, 2020 | -101 | Firm change after gap | RIA to new firm |
| BUCKINGHAM STRATEGIC WEALTH, LLC | RFG ADVISORY, LLC | Mar 2, 2020 | Mar 6, 2020 | 4 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 158401:306890:MO:2020-09-04 | Sep 4, 2020 | May 26, 2020 | CREVE COEUR, MO | Firm change after gap |