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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-13 |
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 |
|---|---|---|---|---|
| Ifam Capital | Fort Collins | CO | 03/2015 | 07/2024 |
| Kovitz Investment Group Partners, Llc | Fort Collins | CO | 07/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
2133 LLC, 2133 South Timberline, Fort Collins, CO 80528; 25% owner/ partner, in a llc partnership that owns a commercial property; established on 1/08/2014; devotes 1-5 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-18 |
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