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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-14 |
| MD | RA | APPROVED | 2025-08-02 |
Branch Locations
7475 Wisconsin Ave Suite 1100, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 07/2024 | Present |
| The Colony Group, Llc | Boston | MA | 05/2021 | 06/2024 |
| Lowell Blake & Associates | Boston | MA | 10/2018 | 04/2021 |
| State Street Bank | Quincy | MA | 02/2016 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-01 |
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