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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-11 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 12/2017 | 09/2020 |
| Indiana University Bloomington | Bloomington | IN | 08/2013 | 05/2017 |
| Unemployed | Long Grove | IL | 06/2017 | 12/2017 |
| Strategic Wealth Partners | Deerfield | IL | 09/2020 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 05/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-09 |
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