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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-12 |
Branch Locations
10900 Ne 8Th Street Suite 780, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 08/2015 | 10/2024 |
| Envestnet | Redmond | WA | 10/2024 | 05/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2026 | Present |
Myself | Investment Related | Sellersburg, IN | Rental Services | Landlord | 05/1/2021 Start | Less than 20 hours per month, all outside market hours | Managing rental property with my brother, that we both own 1/2 interest in. Almost entirely passive other than coordinating rent, repairs, etc. with tenant. Only monetary benefit will be rent received, no compensation involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-12 |
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