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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
10900 Ne 8Th Street Suite 780, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merriman Wealth Management, Llc | Seattle | WA | 11/2018 | 02/2025 |
| Swedish Medical Center | Seattle | WA | 08/2018 | 10/2018 |
| Swedish Medical Center | Seattle | WA | 06/2017 | 08/2018 |
| Unemployed | Seattle | WA | 05/2017 | 06/2017 |
| The Ohio State University Wexner Medical Center | Columbus | OH | 09/2015 | 05/2017 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
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