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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
2343 E Broadway Blvd Suite 116, Tucson, AZ 85719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcus Engineering, Llc | Tucson | AZ | 07/2020 | 06/2021 |
| Sonora Investment Management Group, Llc | Tucson | AZ | 09/2021 | Present |
| Idea2Success Biz, Llc | Tucson | AZ | 08/2019 | 06/2020 |
| Rmh Investment Management, Llc | Tucson | AZ | 05/2018 | 08/2019 |
| Orchid Run Investments, Llc | Tucson | AZ | 05/2011 | 04/2018 |
| Focus Partners Wealth, Llc | Boston | MA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
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