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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-06 |
Branch Locations
15333 N Pima Road Suite 200, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmd & Associates, Inc. | Scottsdale | AZ | 04/2016 | 06/2019 |
| One Charles Private Wealth | Scottsdale | AZ | 07/2019 | 09/2020 |
| Tmd Wealth Management Llc | Scottsdale | AZ | 10/2020 | 07/2024 |
| Kovitz Investment Group Partners, Llc | Scottsdale | AZ | 07/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Schwab Client Experience Panel, Panel member, provide feedback on Schwab custodian client experience, 1% of time/month, no compensation; expenses paid by Schwab for travel to attend certain meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
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