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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 06/2018 | 08/2022 |
| Enterprise | Rexburg | ID | 05/2017 | 05/2018 |
| H&R Block | Rexburg | ID | 09/2017 | 04/2018 |
| Aptive Environmental | Cincinatti | OH | 04/2017 | 09/2017 |
| Preventive Pest Control | Phoenix | AZ | 04/2014 | 04/2017 |
| Brigham Young University | Rexburg | ID | 09/2013 | 04/2018 |
| Merriman Wealth Management, Llc | Seattle | WA | 08/2022 | 02/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-01 |
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