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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | Kirkland | WA | 05/2026 | Present |
| Brighton Jones | Seattle | WA | 02/2025 | 04/2026 |
| Fred Hutchison Cancer Center | Seattle | WA | 01/2021 | 08/2024 |
| Unemployed | Redmond | WA | 08/2024 | 02/2025 |
| Beacon Communities Llc | Pittsburgh | PA | 06/2019 | 01/2021 |
| University Of Pittsburgh | Pittsburgh | PA | 01/2018 | 04/2019 |
| Cp Development | Pittsburgh | PA | 07/2017 | 05/2018 |
| Arcadia University | Glenside | PA | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-26 |
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