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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-06 |
Branch Locations
2133 S Timberline Road #120, Fort Collins, CO 80525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 01/2014 | Present |
| Ifam Capital | Fort Collins | CO | 03/2015 | 06/2024 |
| Kovitz Investment Group Partners, Llc | Fort Collins | CO | 07/2020 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
1. PKS FINANCIAL SERVICES INVESTMENT RELATED, 80 STATE ST, ALBANY, NY 12207, 5/23/2014-PRESENT AGENT, FIXED INSURANCE SALES 0-5 HRS PER MO 2. Kovitz Investment Group Partners dba IFAM Capital. Investment Related. At Registered Location. RIA. Senior Wealth Advisor. Start Date: 07/01/2024. 200 hrs/ month; 160 hrs/ month during trading hours. Provide investment advice to clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 1993-06-23 |
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