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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-02-03 |
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 |
|---|---|---|---|---|
| Pacific Grill | Tacoma | WA | 05/2019 | 03/2020 |
| Whole Foods Market | University Place | WA | 10/2020 | 03/2021 |
| Keybank | Tacoma | WA | 03/2021 | 06/2022 |
| Merriman Wealth Management | Bellevue | WA | 06/2022 | 02/2025 |
| University Of Washington | Tacoma | WA | 03/2020 | 06/2022 |
| Tacoma Schools | Tacoma | WA | 01/2012 | 06/2018 |
| Unemployed | Tacoma | WA | 06/2018 | 07/2018 |
| Arizona State University | Tempe | AZ | 08/2018 | 05/2019 |
| Unemployed | Tacoma | WA | 04/2020 | 09/2020 |
| Focus Partners Wealth, Llc | St. Louis | MO | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-28 |
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