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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-06 |
| MD | RA | APPROVED | 2018-02-27 |
Branch Locations
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
2977 4-H Park Road Suite 101, Centreville, MD 21617 • United States
Knoxville, TN • United States
1910 Towne Centre Blvd Suite 250, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater Wealth & Financial Management, Llc | Bethesda | MD | 01/2016 | 12/2017 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2018 | Present |
08/1986 TO PRESENT - WAYNE ZUSSMAN (OWNER). RENTAL REAL ESTATE. COMPENSATED BY RENTS. Avg. hours per month = 4; none during trading hours. 01/2017 to Present - Zussman Photography. Compensated by sales of artwork. Primarily a hobby. Ave. hours per month = 20; none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
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