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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-22 |
Branch Locations
6400 S. Fiddlers Green Circle Suite 1600, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust Bank | Denver | CO | 11/2017 | 10/2023 |
| Northern Trust Securities, Inc. | Denver | CO | 11/2017 | 08/2023 |
| Tmg, Llc | Denver | CO | 01/2016 | 10/2017 |
| Transform Wealth Llc | Greenwood Village | CO | 11/2023 | Present |
| Kovitz Investment Group Partners, Llc | Greenwood Village | CO | 04/2025 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
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