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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
920 5Th Avenue Suite 2720, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baird | Milwaukee | WI | 04/2019 | 10/2021 |
| Uline | Pleasant Prairie | WI | 06/2018 | 04/2019 |
| Student | Whitefish Bay And Madison | WI | 01/2009 | 05/2018 |
| Merriman | Seattle | WA | 05/2023 | 02/2025 |
| Baird | Seattle | WA | 10/2021 | 05/2023 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-19 |
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