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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | East Lansing | MI | 06/2016 | 05/2019 |
| University Of Michigan - Sparrow Michigan Athletic Club | East Lansing | MI | 05/2019 | 08/2019 |
| Chipotle Mexican Grill | Ann Arbor | MI | 09/2019 | 03/2020 |
| Student | Ann Arbor | MI | 03/2020 | 08/2020 |
| Chipotle Mexican Grill | Ann Arbor | MI | 09/2020 | 05/2022 |
| Blue Cross Blue Shield - Michigan | Detroit | MI | 05/2022 | 04/2023 |
| Caucus Club Detroit | Detroit | MI | 05/2022 | 07/2023 |
| Cil Management Consultants | Chicago | IL | 07/2023 | 09/2024 |
| Unemployed | Chicago | IL | 09/2024 | 01/2025 |
| Exelon Corporation | Chicago | IL | 01/2025 | 06/2026 |
| Focus Partners Wealth, Llc | St. Louis | MO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
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