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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordeaux Wealth Advisors | Kirkland | WA | 06/2020 | Present |
| Ernst & Young | San Jose | CA | 01/2018 | 06/2020 |
| Unemployed | Santa Clara | CA | 06/2017 | 01/2018 |
| Santa Clara University | Santa Clara | CA | 09/2013 | 06/2017 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
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