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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-13 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners Group Llc | Deerfield | IL | 11/2014 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 05/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
The name of the other business: ABCM Healthcare LLC, doing business as True Health. Whether the business is investment-related: No. Address of the other business: 111 Pfingsten Suite 300 Deerfield, IL 60015. Nature of the other business: Concierge medicine. Your position: Advisory Board member. Title or relationship with the other business: Advisory Board member. Start date of your relationship: 3/31/2025. 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: Serves on the advisory board, providing general guidance on business strategy and high-level operational topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-01 |
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