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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roof Advisory Group, Inc. | Harrisburg | PA | 09/2012 | 10/2019 |
| Fort Pitt Capital Group Llc | Pittsburgh | PA | 10/2019 | 10/2024 |
| Kovitz Investment Group Partners, Llc | Harrisburg | PA | 11/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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