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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2019 | 03/2022 |
| Overlake Internal Medicine Associates | Bellevue | WA | 01/2017 | 09/2019 |
| United States Army - Waarng | Seattle | WA | 05/2012 | 05/2020 |
| Bellevue Bone And Joint Physicians | Bellevue | WA | 05/2014 | 01/2017 |
| Bank Of America, N.A. | Bellevue | WA | 01/2020 | 03/2022 |
| Bordeaux Wealth Advisors | Kirkland | WA | 03/2022 | 11/2024 |
| Bordeaux Wealth Advisors | Kirkland | WA | 12/2024 | Present |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-29 |
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