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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-05-07
CA RA APPROVED 2025-05-05
  • OR RA
    APPROVED
    Since 2025-05-07
  • CA RA
    APPROVED
    Since 2025-05-05

Branch Locations

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Bend, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hines Warner Wealth Management, Llc Portland OR 08/2016 07/2019
State Farm Eugene OR 01/2016 04/2017
Adero Partners, Llc Portland OR 07/2019 Present
Focus Partners Wealth, Llc Saint Louis MO 05/2025 Present
  • 08/2016 → 07/2019
    Hines Warner Wealth Management, Llc
    Portland, OR
  • 01/2016 → 04/2017
    State Farm
    Eugene, OR
  • 07/2019 → Present
    Adero Partners, Llc
    Portland, OR
  • 05/2025 → Present
    Saint Louis, MO
Previous Registrations
  • 2019-07-02 → 2025-06-27
    Adero Partners, Llc
    Bend, OR
    Portland, OR
    Portland, OR
  • 2018-01-02 → 2019-07-17
    Hines Warner Wealth Management, Llc
    Portland, OR
Other Businesses

Rental Property Not investment-related 817 S River St. Newberg, OR 97132 Rental Property Rental Property Owner 04/01/2024 30 minutes/month Manage Rental Property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-30
  • S65 Uniform Investment Adviser Law Examination
    2017-12-30
Designations

View on SEC IAPD

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