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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jnba Financial Advisors Inc. | Bloomington | MN | 01/2014 | 07/2020 |
| Merriman Wealth Management, Llc | Seattle | WA | 08/2020 | 02/2025 |
| Focus Partners Wealth, Llc | Clayton | MO | 02/2025 | Present |
Financial Planning Association - Puget Sound Chapter Investment Related: Yes it is investment related Address: 2150 N 107th St, Ste 205, Seattle, WA 98133 Description: Provides educational and networking opportunities for financial planning professionals in the Puget Sound region Title: Program Director Start Date: 1/1/2023 Approximate number of hours per month you devote to the other business : 1.5 hours per month Number of hours you devote to the other business during securities trading hours: None Uncompensated
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