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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-07 |
| CA | RA | APPROVED | 2025-05-05 |
Branch Locations
1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of California, Davis | Davis | CA | 09/2013 | 06/2018 |
| General Nutrition Center | Davis | CA | 03/2015 | 06/2018 |
| Unemployed | Na | OR | 06/2018 | 11/2018 |
| Hines Warner Wealth Management, Llc | Portland | OR | 11/2018 | 07/2019 |
| Adero Partners, Llc | Portland | OR | 07/2019 | Present |
| Media Wealth, Llc | Santa Monica | CA | 09/2023 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-29 |
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