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222 South Central Avenue Suite 500, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
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 |
|---|---|---|---|---|
| Barclays Capital Inc | Los Angeles | CA | 07/2017 | 09/2018 |
| Ucla Anderson School Of Management | Westwood | CA | 09/2015 | 06/2017 |
| Dimensional Fund Advisors | Santa Monica | CA | 10/2018 | 04/2023 |
| Longview Financial Advisors, Llc | San Rafael | CA | 04/2023 | 11/2023 |
| Tend Wealth, Llc | Sherman Oaks | CA | 12/2023 | 08/2025 |
| Parkwoods Wealth Partners, Llc | Clayton | MO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
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