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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
1550 El Camino Real Suite 100, Menlo Park, CA 94025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Bellevue | WA | 04/2015 | 06/2017 |
| Charles Schwab Bank | Bellevue | WA | 04/2015 | 06/2017 |
| East West Bank | Cupertino | CA | 06/2017 | 09/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2017 | 09/2018 |
| Cetera Investment Advisers Llc | Cupertino | CA | 06/2017 | 09/2018 |
| Fidelity Brokerage Services Llc | Campbell | CA | 09/2018 | 01/2020 |
| Empirical Wealth Management | Los Gatos | CA | 01/2020 | 06/2023 |
| Bordeaux Wealth Advisors | Menlo Park | CA | 07/2023 | 07/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-04 |
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