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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
16100 N 71St Street Suite 190, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 10/2011 | 10/2017 |
| Griffin Capital Securities | Phoenix | AZ | 11/2017 | 02/2022 |
| Apollo Global Management | Phoenix | AZ | 03/2022 | 07/2024 |
| Unemployed | Scottsdale | AZ | 08/2024 | 09/2024 |
| Sonora Investment Management Group, Llc | Scottsdale | AZ | 10/2024 | 10/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 10/2025 | Present |
1) Ortzion Synagogue; Not investment-related; 16415 N. 90th St. Scottsdale, AZ; Hebrew School; Teacher; Start date August 2024; 0 hours per month; Sunday School Hebrew Teacher 2) Magellan Federal; Not investment-related; 14100 Magellan Plaza Maryland Heights, MD; Financial Counseling for Military Personnel ; Assignment Ready Counselor; Start date August 2024; 0 hours per month; I may be asked to attend a military weekend seminar to provide Financial Counseling for military personnel. No notes are taken, no investment advice is given. I would provide general financial planning educational material. I have not yet been asked to attend a weekend seminar.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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