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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-01 |
Branch Locations
75 Executive Drive Suite B, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Wealth Management | Indianpolis | IN | 03/2017 | 02/2022 |
| Brooksource | Chicago | IL | 06/2016 | 03/2017 |
| Sanctuary Wealth | Indianapolis | IN | 02/2022 | 10/2023 |
| Evernest Financial Advisors | Carmel | IN | 02/2022 | 07/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
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