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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 |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 03/2018 | 08/2020 |
| Unemployed | Belton | TX | 12/2017 | 03/2018 |
| Lunar Reconnaissance Orbiter Camera | Tempe | AZ | 01/2015 | 12/2017 |
| Petsmart Inc. | Phoenix | AZ | 06/2017 | 08/2017 |
| Mra Associates | Phoenix | AZ | 09/2017 | 12/2017 |
| Merriman Wealth Management, Llc | Seattle | WA | 08/2020 | 08/2022 |
| Merriman Wealth Management, Llc | Seattle | WA | 08/2022 | 02/2025 |
| Focus Partners Wealth, Llc | Boston | MA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-29 |
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