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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-12 |
Branch Locations
Two Towne Square Suite 800, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | Troy | MI | 05/2018 | 08/2018 |
| Annual Giving Central Michigan University | Mt. Pleasant | MI | 01/2018 | 02/2018 |
| Focus Financial Group, Inc. | Southfield | MI | 05/2017 | 12/2017 |
| Central Michigan University | Mt. Pleasant | MI | 08/2015 | 12/2018 |
| Axa Advisors, Llc | New York | NY | 02/2019 | 12/2019 |
| Telemus Capital, Llc | Southfield | MI | 12/2019 | 02/2024 |
| Kovitz Investment Group Partners, Llc | Southfield | MI | 03/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-02 |
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