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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
540 Cowper Street Suite 100, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Partners Wealth, Llc | St. Louis | MO | 03/2025 | Present |
| Liberty Tax Service | Oakland | CA | 01/2025 | 03/2025 |
| Liberty Tax Service | Oakland | CA | 01/2024 | 05/2024 |
| Bdo Usa | San Jose | CA | 01/2023 | 01/2024 |
| Student | Student | CA | 05/2024 | 01/2025 |
| Student | Student | CA | 01/2015 | 01/2023 |
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