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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-22 |
| OK | RA | APPROVED | 2026-01-21 |
Branch Locations
15333 N Pima Rd Suite 200, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Tmd & Associates, Inc. | Scottsdale | AZ | 08/1994 | 06/2019 |
| Tmg General Partnership | Phoenix | AZ | 01/2005 | 07/2024 |
| One Charles Private Wealth | Scottsdale | AZ | 07/2019 | 09/2020 |
| Tmd Wealth Management Llc | Scottsdale | AZ | 10/2020 | 07/2024 |
| Kovitz Investment Group Partners, Llc | Scottsdale | AZ | 07/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
Buena Vista Health & Recovery, LLC (investment-related). 7114 E Stetson Drive, Suite 400, Scottsdale, AZ 85251. Board member since March 2019 based on role as purchaser rep for investors of Healthcare Ventures of Arizona, LLC. Range of hours per month: 5-15 hours a month // 0 during trading hours. No compensation received for this activity. Beacon Partners Fund (investment-related). 2398 E Camelback Rd, Phoenix, AZ 85016. Advisory Board member since November 2019 based on role as purchaser representative for fund investors. Less than 1 hour a month // 0 during trading hours. No compensation received for this activity. The Shufeldt Family Foundation (investment-related). 14818 N. 74th Street, Scottsdale AZ 85260. Foundation established to provide significant gifting to educational and other institutions. Effective September 1, 2025, Mr. Douma serves as a member of the foundation's Board of Directors. He will devote approximately 10 hours a month towards this other business activity, 5 of which may be during business hours. Mr. Douma will be responsible for advising on matters related to the administration of the Foundation. The Foundation, and its two founding members, are clients of the Firm. While Mr. Douma does not receive any compensation for his role as a Board Member, the Firm will receive advisory fees pursuant to an advisory agreement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
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