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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Seattle | WA | 06/2006 | 12/2019 |
| Bordeaux Wealth Advisors | Seattle | WA | 01/2020 | 07/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 07/2025 | Present |
Trinity Education Foundation; investment-related; 2115 W. Mukilteo Blvd. Suite 205, Everett, WA 98203; charitable foundation; Member of the Board of Directors, and the Finance Committee; 2022; 1/hr month outside trading hours; general charitable board activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-18 |
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