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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-13 |
Branch Locations
920 5Th Avenue Suite 2720, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 02/2025 | Present |
| Merriman Wealth Management | Seattle | WA | 05/2024 | 02/2025 |
| Usi Insurance Services | Seattle | WA | 06/2023 | 04/2024 |
| Usi Insurance Services | Seattle | WA | 07/2022 | 07/2023 |
| Usi Insurance Services | Seattle | WA | 07/2021 | 07/2022 |
| University Of Washington Residential Life | Seattle | WA | 09/2018 | 06/2021 |
| Uw Medical Center | Seattle | WA | 11/2018 | 05/2021 |
| Nordstrom | Walnut Creek | CA | 06/2018 | 08/2018 |
| Uw Housing & Food Services | Seattle | WA | 09/2017 | 06/2018 |
| Mt Mike'S Pizza | Walnut Creek | CA | 03/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-05 |
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