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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-07 |
Branch Locations
1646 N. California Blvd. Suite 320, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Portland | OR | 05/2023 | 10/2023 |
| Ferguson Wellman Capital Management | Portland | OR | 01/2022 | 04/2023 |
| Ferguson Wellman Capital Management | Portland | OR | 06/2021 | 09/2021 |
| University Of Oregon | Eugene | OR | 09/2018 | 12/2021 |
| Southridge High School | Beaverton | OR | 09/2014 | 06/2018 |
| Unemployed | Beaverton | OR | 11/2023 | 04/2024 |
| Adero Partners | Portland | OR | 05/2024 | 05/2025 |
| Focus Partners Wealth, Llc | St. Louis | MO | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-29 |
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