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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
1550 El Camino Real Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calvo Enterprises | Hagatna, Guam | XX | 07/2011 | 08/2021 |
| Bordeaux Wealth Advisors | Menlo Park | CA | 09/2021 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
the name of the other business; Bank of Saipan whether the business is investment-related; No the address of the other business; Bank of Saipan Corporate Headquarters RJ Building, Groud Floor Isa Drive, Lower Dandan Saipan, MP 96950 the nature of the other business; Community bank your position; Board of Directors/Vice-Chairman title, or relationship with the other business; Board of Directors/Vice-Chairman the start date of your relationship; 08/31/2021 the approximate number of hours/month you devote to the other business; the number of hours you devote to the other business during securities trading hours; and briefly describe your duties relating to the other business; Asset/Liability committee Chair
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