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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-14 |
Branch Locations
600 E 96Th St. Suite 130, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran | Portage | MI | 08/2016 | 07/2017 |
| Unemployed | Portage | MI | 07/2017 | 12/2017 |
| Trifound | Kalamazoo | MI | 01/2018 | 05/2019 |
| Seber Tans Plc | Kalamazoo | MI | 07/2019 | 09/2020 |
| Padgett Business Advisors | Traverse City | MI | 09/2020 | 05/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
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