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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-29 |
Branch Locations
7475 Wisconsin Ave Suite 1100, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | Boston | MA | 03/2025 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 06/2022 | 03/2025 |
| The Meakem Group | Bethesda | MD | 03/2020 | 06/2022 |
| Kastle Systems | Falls Church | VA | 02/2018 | 06/2020 |
| Scope Group | Arlington | VA | 08/2017 | 10/2017 |
| Marriott Hotels | Washington | DC | 10/2015 | 08/2017 |
| N/A | N/A | XX | 10/2017 | 01/2018 |
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