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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monument Group Wealth Advisors, Llc | Concord | MA | 10/2014 | 05/2017 |
| Focus Partners Wealth, Llc | St. Louis | MO | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-25 |
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