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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-14 |
Branch Locations
10900 Ne 8Th St, Suite 780, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Servitium Wealth Management | Bellevue | WA | 07/2024 | 03/2026 |
| Casa Mia | Olympia | WA | 06/2016 | 09/2017 |
| Full-Time Education | Olympia | WA | 09/2017 | 06/2019 |
| University Of British Columbia | Vancouver | 08/2019 | 03/2020 | |
| South Puget Sound Community College | Olympia | WA | 06/2020 | 02/2021 |
| Old Town Bicycle | Olympia | WA | 03/2021 | 12/2021 |
| Financial Advocates & Lpl Financial | Olympia | WA | 01/2022 | 12/2022 |
| University Of Washington - Seattle | Seattle | WA | 01/2023 | 06/2024 |
| Focus Partners Wealth, Llc | St. Louis | MO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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