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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-18 |
Branch Locations
2120 Colorado Avenue, Suite 100, Santa Monica, CA 90404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc. | Boston | MA | 09/2024 | 01/2025 |
| Hoylecohen, Llc | San Diego | CA | 07/2017 | 08/2024 |
| Libbie Agran Financial Services | Santa Monica | CA | 07/2014 | 06/2017 |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2025 | 07/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2026 | Present |
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