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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson, Grant Inv Advisers | Stamford | CT | 03/2017 | 08/2025 |
| Eagle Manufacturing Co. | Wellsburg | WV | 01/2008 | 03/2018 |
| Focus Partners Wealth, Llc | Boston | MA | 08/2025 | Present |
Yes, I am a paid trustee on three related trusts for family friends managed by the Bank of New York. I do not initiate investment decisions; I oversee the portfolio manager. We meet 1 -2 times a year for an hour.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-08 |
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