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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-04 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners Group Llc | Deerfield | IL | 11/2014 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 05/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
1)Broomsedge Golf LLC; not investment related; 45360 Red Hill Rd, Rembert, SC 29128; Golf course development; Co-founder/non-control co-owner; Start date was 11/27/2022; Approximately 5 hours per month spent on this business; zero hours spent during securities trading hours; general consulting 2)Candyroot Lodge Holdings, LLC; not investment related. 33 Sheridan Rd, Highland Park, IL 60035; Golf course development; Minority non-control owner; Minority non-control owner; Start date was 3/31/2025; Approximately 5 hours per month spent on this business; zero hours spent during securities trading hours; general consulting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-16 |
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