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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 10/2017 |
| Huntington Learning Center | Bellevue | WA | 05/2016 | 03/2017 |
| Avier Wealth Advisors | Bellevue | WA | 11/2017 | 05/2018 |
| Avier Wealth Advisors | Bellevue | WA | 05/2018 | 11/2019 |
| Merriman Wealth Management, Llc | Seattle | WA | 12/2019 | 02/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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