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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-12 |
Branch Locations
Two Towne Square Suite 800, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telemus Capital Llc | Southfield | MI | 08/2013 | 03/2024 |
| Kovitz Investment Group Partners, Llc | Southfield | MI | 03/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
1) The name of the other business: Weatherwood Partners LLC. Whether the business is investment-related: Yes. Address of the other business: 25230 E. Roycourt, Huntington Woods, MI 48070. Nature of the other business: Entity formed to invest in various other types of investment opportunities. Your position: Member of the LLC. Title or relationship with the other business: Member of the LLC. Start date of your relationship: February 19, 2020. Approximate number of hours/months you devote to the other business: 1 hour/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: I identity investment opportunities and initiate investment purchases/sales for the LLC. 2)The name of the other business: Temple Israel. Whether the business is investment-related: Yes. Address of the other business: 5725 Walnut Lake Road West Bloomfield, MI 48323. Nature of the other business: Religious organization. Your position: Member of the Investment Committee. Title or relationship with the other business: Member of the Investment Committee. Start date of your relationship: 07/01/2019. Approximate number of hours/months you devote to the other business: 1-5 hours/month. Number of hours you devote to the other business during securities trading hours: 0 hours/month. Briefly describe your duties relating to the other business: Oversee and monitor the investment professional responsible for investing assets in the Endowment fund for the Temple.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-24 |
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