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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alps Distributors, Inc | Denver | CO | 03/2018 | 07/2020 |
| Litman Gregory Asset Management, Llc | Walnut Creek | CA | 11/2011 | 07/2020 |
| Unemployed | Walnut Creed | CA | 07/2020 | 06/2021 |
| Adero Partners, Llc | San Francisco | CA | 06/2021 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 05/2025 | Present |
Wabi Tei Beach House Vacation Rental in Dillon Beach Owner 0 hours spent during work day; 0 hours spent during trading hours Manage reservations, repairs and income/expenses Not investment related Started 04/2017 Business mailing address is 853 Wiget Lane., Walnut Creek, CA 94598
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-24 |
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
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