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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
| WA | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bordeaux Wealth Advisors | Kirkland | WA | 06/2019 | 12/2023 |
| Unemployed | Malibu | CA | 08/2018 | 06/2019 |
| Bordeaux Wealth Advisors | Menlo Park | CA | 05/2018 | 08/2018 |
| O-G Packing Company | Stockton | CA | 06/2016 | 06/2017 |
| Pepperdine University Career Center | Malibu | CA | 05/2016 | 04/2017 |
| Unemployed | Malibu | CA | 07/2017 | 05/2018 |
| Bordeaux Wealth Advisors | Kirkland | WA | 01/2024 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
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