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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-25 |
Branch Locations
222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instream Solutions | Mclean | VA | 07/2010 | 07/2017 |
| Mclean Asset Management Corp | Mclean | VA | 02/2015 | 12/2024 |
| Retirement Researcher, Llc | Portland | ME | 08/2018 | 12/2024 |
| Parkwoods Wealth Partners, Llc | Syracuse | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-19 |
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