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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 |
|---|---|---|---|---|
| Coldstream Wealth Management | Bellevue | WA | 04/2018 | 08/2018 |
| Tilburg University | Tilburg | 09/2018 | 12/2018 | |
| Coldstream Wealth Management | Bellevue | WA | 01/2019 | 03/2022 |
| Perkins Coie Trust Company | Seattle | WA | 10/2017 | 03/2018 |
| Jujubeet Café | Seattle | WA | 12/2016 | 08/2018 |
| University Of Washington | Seattle | WA | 09/2015 | 06/2019 |
| Merriman Wealth Management | Seattle | WA | 03/2022 | 02/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 02/2025 | Present |
Rover Not investment-related 2904 McClain Ave, Bremerton, WA 98310 Pet care provider Dog sitter 7/22/2022 15 hours per month 0 hours during securities trading hours Pet care provider
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-08 |
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