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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-09-13 |
Branch Locations
1601 Wewatta Street Ste 875, Denver, CO 80202 • United States
190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midlothian High School | Midlothian | VA | 08/2015 | 05/2018 |
| Virginia Tech | Blacksburg | VA | 08/2018 | 05/2022 |
| Traverse Planning | Lakewood | CO | 08/2022 | 06/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
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