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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-29 |
Branch Locations
10900 Ne 8Th Street Suite 780, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor'S Fiduciary Advisor Network, Llc | Bend | OR | 08/2024 | 04/2025 |
| Sherpa Wealth Strategies | Bend | OR | 06/2023 | 07/2024 |
| Central Washington University | Ellensburg | WA | 11/2021 | 06/2023 |
| Ameriprise | Ellensburg | WA | 06/2022 | 09/2022 |
| Central Washington University | Ellensburg | WA | 01/2020 | 11/2021 |
| Evergreen Construction | Ellensburg | WA | 06/2021 | 12/2021 |
| Nick'S Framing | Sedro Woolley | WA | 06/2019 | 08/2020 |
| Burlington Store | Burlington | WA | 06/2018 | 06/2019 |
| Kmart | Burlington | WA | 06/2017 | 06/2018 |
| Central Washington University | Ellensburg | WA | 09/2019 | 06/2023 |
| Student | Sedro Woolley | WA | 08/2013 | 05/2019 |
| Focus Partners Wealth, Llc | St. Louis | MO | 04/2025 | Present |
| Dairy Queen | Sedro-Woolley | WA | 06/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
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