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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-28
  • WA RA
    APPROVED
    Since 2026-05-28

Branch Locations

5110 Carillon Point, Kirkland, WA 98033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2026 → Present
    Kirkland, WA
  • 02/2025 → 04/2026
    Brighton Jones
    Seattle, WA
  • 01/2021 → 08/2024
    Fred Hutchison Cancer Center
    Seattle, WA
  • 08/2024 → 02/2025
    Unemployed
    Redmond, WA
  • 06/2019 → 01/2021
    Beacon Communities Llc
    Pittsburgh, PA
  • 01/2018 → 04/2019
    University Of Pittsburgh
    Pittsburgh, PA
  • 07/2017 → 05/2018
    Cp Development
    Pittsburgh, PA
  • 08/2015 → 05/2017
    Arcadia University
    Glenside, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-26
  • S65 Uniform Investment Adviser Law Examination
    2024-07-26
Other Names
  • Casey Zhai

View on SEC IAPD

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