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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-20 |
Branch Locations
One Boston Place, 201 Washington Street 11Th Floor, Boston, MA 02108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 03/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2022 | 03/2024 |
| Na - College Student | West Lafayette | IN | 08/2017 | 05/2021 |
| Na - Unemployed | Marblehead | MA | 06/2021 | 05/2022 |
| Na - High School Student | Danvers | MA | 09/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
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