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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-04 |
Branch Locations
8000 Excelsior Drive Suite 201, Madison, WI 53717 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Capital Management Llc | Madison | WI | 03/1995 | 12/2018 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 01/2019 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-16 |
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